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Callan Family Office’s Rockwell Automation ROK Stock Holding History

Callan Family Office’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 		$1.18M Buy
2,374
+13
+0.6% +$5.66K 0.02% 552
2026
Q1 		$847K Sell
2,361
-17
-0.7% -$6.71K 0.02% 609
2025
Q4 		$925K Buy
2,378
+600
+34% +$226K 0.02% 569
2025
Q3 		$621K Sell
1,778
-270
-13% -$93.3K 0.02% 477
2025
Q2 		$680K Buy
+2,048
New +$583K 0.02% 494
2025
Q1 		– Sell
-861
Closed -$246K – 632
2024
Q4 		$246K Buy
+861
New +$242K 0.02% 546
2023
Q3 		– Sell
-673
Closed -$222K – 110
2023
Q2 		$222K Buy
+673
New +$194K 0.06% 100

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 $3.38T AUM 44.17% 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

Callan Family Office's ROK Position: Q2 2026 in Review

Callan Family Office increased its Rockwell Automation (ROK) stake by 0.55% in Q2 2026, buying an estimated $5.66K and bringing the position to 2,374 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #552.

Callan Family Office first reported a position in ROK in Q2 2023 and has held it in 7 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Callan Family Office held 2,374 shares of Rockwell Automation worth $1.18M as of Q2 2026.
  • Callan Family Office bought 13 Rockwell Automation shares in Q2 2026, an estimated $5.66K.
  • Rockwell Automation made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #552 holding.
  • Callan Family Office first reported a position in Rockwell Automation in Q2 2023 and has held it in 7 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.