CJ
ROK icon

Caitlin John’s Rockwell Automation ROK Stock Holding History

Caitlin John’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 		$2.12K Hold
4
– – ﹤0.01% 770
2026
Q1 		$1.53K Hold
4
– – ﹤0.01% 743
2025
Q4 		$1.66K Hold
4
– – ﹤0.01% 741
2025
Q3 		$1.48K Buy
+4
New +$1.38K ﹤0.01% 728
2025
Q1 		– Sell
-12
Closed -$3.48K – 640
2024
Q4 		$3.48K Buy
12
+8
+200% +$2.25K ﹤0.01% 598
2024
Q3 		$1.2K Hold
4
– – ﹤0.01% 719
2024
Q2 		$1.14K Hold
4
– – ﹤0.01% 711
2024
Q1 		$1.2K Sell
4
-6
-60% -$1.73K ﹤0.01% 738
2023
Q4 		$3.17K Buy
+10
New +$2.8K ﹤0.01% 630

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

Caitlin John's ROK Position: Q2 2026 in Review

Caitlin John held its Rockwell Automation (ROK) position steady in Q2 2026 at 4 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Caitlin John first reported a position in ROK in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.48K in Q4 2024. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Caitlin John held 4 shares of Rockwell Automation worth $2.12K as of Q2 2026.
  • Caitlin John left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #770 holding.
  • Caitlin John first reported a position in Rockwell Automation in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's Rockwell Automation position peaked at $3.48K in Q4 2024.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.