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Beacon Financial Advisory’s Rockwell Automation ROK Stock Holding History

Beacon Financial Advisory’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 		$260K Buy
+526
New +$229K 0.05% 363
2026
Q1 		– Sell
-520
Closed -$202K – 418
2025
Q4 		$202K Buy
+520
New +$195K 0.05% 364

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

Beacon Financial Advisory's ROK Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in Rockwell Automation (ROK) in Q2 2026: 526 shares worth $260K. The stake represents 0.05% of the portfolio and ranks #363 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in ROK as recently as Q4 2025.

Beacon Financial Advisory first reported a position in ROK in Q4 2025 and has held it in 2 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Beacon Financial Advisory held 526 shares of Rockwell Automation worth $260K as of Q2 2026.
  • Rockwell Automation was a new Beacon Financial Advisory position in Q2 2026.
  • Rockwell Automation made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #363 holding.
  • Beacon Financial Advisory first reported a position in Rockwell Automation in Q4 2025 and has held it in 2 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.