AG
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AmeriFlex Group’s Rockwell Automation ROK Stock Holding History

AmeriFlex Group’s Portfolio ROK Stock Details ROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70K Buy
141
+11
+8% +$4.79K 0.03% 415
2026
Q1 		$46.7K Hold
130
– – 0.02% 434
2025
Q4 		$50.6K Buy
130
+30
+30% +$11.3K 0.03% 418
2025
Q3 		$35K Buy
100
+50
+100% +$17.3K 0.01% 529
2025
Q2 		$16.3K Sell
50
-20
-29% -$5.7K 0.01% 611
2025
Q1 		$18.1K Buy
70
+20
+40% +$5.57K 0.01% 704
2024
Q4 		$13.9K Buy
+50
New +$14.1K 0.01% 703

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AmeriFlex Group's ROK Position: Q2 2026 in Review

AmeriFlex Group increased its Rockwell Automation (ROK) stake by 8.5% in Q2 2026, buying an estimated $4.79K and bringing the position to 141 shares worth $70K. The position accounts for 0.03% of the portfolio, ranked #415.

AmeriFlex Group first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • AmeriFlex Group held 141 shares of Rockwell Automation worth $70K as of Q2 2026.
  • AmeriFlex Group bought 11 Rockwell Automation shares in Q2 2026, an estimated $4.79K.
  • Rockwell Automation made up 0.03% of AmeriFlex Group's portfolio in Q2 2026, its #415 holding.
  • AmeriFlex Group first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.