AAS
ROK icon

Ameritas Advisory Services’s Rockwell Automation ROK Stock Holding History

Ameritas Advisory Services’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 		$2.84M Buy
5,746
+3,197
+125% +$1.39M 0.06% 294
2026
Q1 		$915K Sell
2,549
-10
-0.4% -$3.95K 0.04% 403
2025
Q4 		$996K Sell
2,559
-32
-1% -$12K 0.04% 374
2025
Q3 		$906K Sell
2,591
-1,124
-30% -$388K 0.06% 268
2025
Q2 		$1.23M Sell
3,715
-16
-0.4% -$4.56K 0.06% 296
2025
Q1 		$981K Sell
3,731
-1,456
-28% -$405K 0.04% 399
2024
Q4 		$1.48M Buy
5,187
+2,582
+99% +$726K 0.05% 321
2024
Q3 		$699K Sell
2,605
-2,289
-47% -$608K 0.03% 463
2024
Q2 		$1.35M Buy
4,894
+204
+4% +$55K 0.05% 335
2024
Q1 		$1.31M Buy
4,690
+1,768
+61% +$509K 0.05% 317
2023
Q4 		$890K Sell
2,922
-1,741
-37% -$488K 0.05% 314
2023
Q3 		$1.31M Buy
4,663
+2,245
+93% +$694K 0.07% 279
2023
Q2 		$787K Sell
2,418
-2,210
-48% -$638K 0.1% 215
2023
Q1 		$1.32M Sell
4,628
-1,986
-30% -$565K 0.07% 267
2022
Q4 		$1.7M Buy
6,614
+2,070
+46% +$520K 0.08% 244
2022
Q3 		$977K Buy
4,544
+111
+3% +$25.9K 0.06% 280
2022
Q2 		$884K Sell
4,433
-16
-0.4% -$3.61K 0.05% 311
2022
Q1 		$1.25M Buy
4,449
+42
+1% +$12.1K 0.05% 290
2021
Q4 		$1.54M Buy
+4,407
New +$1.46M 0.06% 263

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

Ameritas Advisory Services's ROK Position: Q2 2026 in Review

Ameritas Advisory Services increased its Rockwell Automation (ROK) stake by 125% in Q2 2026, buying an estimated $1.39M and bringing the position to 5,746 shares worth $2.84M. The position accounts for 0.06% of the portfolio, ranked #294.

Ameritas Advisory Services first reported a position in ROK in Q4 2021 and has held it in 19 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Ameritas Advisory Services held 5,746 shares of Rockwell Automation worth $2.84M as of Q2 2026.
  • Ameritas Advisory Services bought 3,197 Rockwell Automation shares in Q2 2026, an estimated $1.39M.
  • Rockwell Automation made up 0.06% of Ameritas Advisory Services's portfolio in Q2 2026, its #294 holding.
  • Ameritas Advisory Services first reported a position in Rockwell Automation in Q4 2021 and has held it in 19 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.