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Ancora Advisors’s Rockwell Automation ROK Stock Holding History

Ancora Advisors’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 		$2.49M Sell
5,023
-970
-16% -$422K 0.05% 282
2026
Q1 		$2.15M Sell
5,993
-554
-8% -$219K 0.05% 277
2025
Q4 		$2.55M Sell
6,547
-594
-8% -$223K 0.05% 262
2025
Q3 		$2.5M Sell
7,141
-866
-11% -$299K 0.05% 256
2025
Q2 		$2.66M Buy
8,007
+366
+5% +$104K 0.06% 251
2025
Q1 		$1.97M Sell
7,641
-33
-0.4% -$9.19K 0.04% 277
2024
Q4 		$2.19M Buy
7,674
+1,385
+22% +$390K 0.05% 267
2024
Q3 		$1.69M Buy
6,289
+4,959
+373% +$1.32M 0.04% 300
2024
Q2 		$366K Buy
1,330
+402
+43% +$108K 0.01% 550
2024
Q1 		$270K Buy
928
+585
+171% +$168K 0.01% 612
2023
Q4 		$106K Buy
343
+281
+453% +$78.8K ﹤0.01% 785
2023
Q3 		$17.7K Hold
62
– – ﹤0.01% 1167
2023
Q2 		$20.4K Hold
62
– – ﹤0.01% 1131
2023
Q1 		$18.2K Sell
62
-2
-3% -$569 ﹤0.01% 1155
2022
Q4 		$17K Buy
64
+2
+3% +$502 ﹤0.01% 1230
2022
Q3 		$13K Sell
62
-2
-3% -$466 ﹤0.01% 1434
2022
Q2 		$13K Buy
64
+2
+3% +$452 ﹤0.01% 1540
2022
Q1 		$17K Hold
62
– – ﹤0.01% 1592
2021
Q4 		$22K Hold
62
– – ﹤0.01% 1555
2021
Q3 		$18K Buy
+62
New +$19K ﹤0.01% 1511
2021
Q1 		– Sell
-10
Closed -$3K – 1817
2020
Q4 		$3K Buy
+10
New +$2.45K ﹤0.01% 1352
2018
Q4 		– Sell
-265
Closed -$50K – 1066
2018
Q3 		$50K Buy
+265
New +$47.4K ﹤0.01% 895

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

Ancora Advisors's ROK Position: Q2 2026 in Review

Ancora Advisors reduced its Rockwell Automation (ROK) stake by 16% in Q2 2026, selling an estimated $422K and leaving 5,023 shares worth $2.49M. The position accounts for 0.05% of the portfolio, ranked #282.

Ancora Advisors first reported a position in ROK in Q3 2018 and has held it in 22 quarters since. The position peaked at $2.66M in Q2 2025. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Ancora Advisors held 5,023 shares of Rockwell Automation worth $2.49M as of Q2 2026.
  • Ancora Advisors sold 970 Rockwell Automation shares in Q2 2026, an estimated $422K.
  • Rockwell Automation made up 0.05% of Ancora Advisors's portfolio in Q2 2026, its #282 holding.
  • Ancora Advisors first reported a position in Rockwell Automation in Q3 2018 and has held it in 22 quarters since.
  • Ancora Advisors's Rockwell Automation position peaked at $2.66M in Q2 2025.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.