Ares Financial Consulting
ROK icon

Ares Financial Consulting’s Rockwell Automation ROK Stock Holding History

Ares Financial Consulting’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
Q3 		$5.66K Hold
13
– – ﹤0.01% 672
2026
Q2 		$6.44K Hold
13
– – ﹤0.01% 658
2026
Q1 		$4.8K Hold
13
– – ﹤0.01% 690
2025
Q4 		$5.06K Buy
+13
New +$4.89K ﹤0.01% 486

Other funds holding ROK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Ares Financial Consulting's ROK Position: Q3 2026 in Review

Ares Financial Consulting held its Rockwell Automation (ROK) position steady in Q3 2026 at 13 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Ares Financial Consulting first reported a position in ROK in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.44K in Q2 2026. 985 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Ares Financial Consulting held 13 shares of Rockwell Automation worth $5.66K as of Q3 2026.
  • Ares Financial Consulting left its Rockwell Automation share count unchanged in Q3 2026.
  • Rockwell Automation made up ﹤0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #672 holding.
  • Ares Financial Consulting first reported a position in Rockwell Automation in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Rockwell Automation position peaked at $6.44K in Q2 2026.
  • 985 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.