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Bare Financial Services’s Rockwell Automation ROK Stock Holding History

Bare Financial 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 		$15.8K Buy
32
+7
+28% +$3.04K ﹤0.01% 381
2026
Q1 		$8.97K Buy
25
+4
+19% +$1.58K ﹤0.01% 404
2025
Q4 		$8.17K Buy
21
+1
+5% +$376 ﹤0.01% 321
2025
Q3 		$6.99K Buy
20
+2
+11% +$691 ﹤0.01% 385
2025
Q2 		$5.98K Buy
18
+13
+260% +$3.7K ﹤0.01% 381
2025
Q1 		$1.29K Buy
+5
New +$1.39K ﹤0.01% 467

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

Bare Financial Services's ROK Position: Q2 2026 in Review

Bare Financial Services increased its Rockwell Automation (ROK) stake by 28% in Q2 2026, buying an estimated $3.04K and bringing the position to 32 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Bare Financial Services first reported a position in ROK in Q1 2025 and has held it in 6 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Bare Financial Services held 32 shares of Rockwell Automation worth $15.8K as of Q2 2026.
  • Bare Financial Services bought 7 Rockwell Automation shares in Q2 2026, an estimated $3.04K.
  • Rockwell Automation made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #381 holding.
  • Bare Financial Services first reported a position in Rockwell Automation in Q1 2025 and has held it in 6 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.