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Bell Investment Advisors’s Rockwell Automation ROK Stock Holding History

Bell Investment 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 		$139K Buy
280
+1
+0.4% +$435 0.02% 158
2026
Q1 		$100K Sell
279
-17
-6% -$6.71K 0.02% 173
2025
Q4 		$115K Buy
296
+21
+8% +$7.89K 0.02% 159
2025
Q3 		$96.1K Hold
275
– – 0.02% 165
2025
Q2 		$91.3K Sell
275
-23
-8% -$6.55K 0.02% 169
2025
Q1 		$77K Buy
298
+4
+1% +$1.11K 0.01% 170
2024
Q4 		$84K Sell
294
-10
-3% -$2.81K 0.02% 158
2024
Q3 		$81.6K Sell
304
-5
-2% -$1.33K 0.02% 166
2024
Q2 		$85.1K Buy
309
+1
+0.3% +$270 0.02% 160
2024
Q1 		$89.7K Hold
308
– – 0.02% 145
2023
Q4 		$95.6K Buy
308
+5
+2% +$1.4K 0.02% 134
2023
Q3 		$86.6K Buy
303
+175
+137% +$54.1K 0.02% 134
2023
Q2 		$42.2K Sell
128
-6
-4% -$1.73K 0.01% 189
2023
Q1 		$39.3K Buy
134
+6
+5% +$1.71K 0.01% 198
2022
Q4 		$33K Buy
128
+10
+8% +$2.51K 0.01% 219
2022
Q3 		$25K Buy
118
+30
+34% +$7K 0.01% 228
2022
Q2 		$18K Buy
+88
New +$19.9K 0.01% 289
2021
Q4 		$34K Sell
98
-19
-16% -$6.29K 0.01% 204
2021
Q3 		$34K Buy
+117
New +$35.9K 0.01% 195

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

Bell Investment Advisors's ROK Position: Q2 2026 in Review

Bell Investment Advisors increased its Rockwell Automation (ROK) stake by 0.36% in Q2 2026, buying an estimated $435 and bringing the position to 280 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #158.

Bell Investment Advisors first reported a position in ROK in Q3 2021 and has held it in 19 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Bell Investment Advisors held 280 shares of Rockwell Automation worth $139K as of Q2 2026.
  • Bell Investment Advisors bought 1 Rockwell Automation share in Q2 2026, an estimated $435.
  • Rockwell Automation made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • Bell Investment Advisors first reported a position in Rockwell Automation in Q3 2021 and has held it in 19 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.