Cetera Investment Advisers
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Cetera Investment Advisers’s Rockwell Automation ROK Stock Holding History

Cetera Investment Advisers’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 		$21.5M Buy
43,392
+3,184
+8% +$1.39M 0.02% 719
2026
Q1 		$14.4M Buy
40,208
+1,882
+5% +$743K 0.02% 851
2025
Q4 		$14.9M Buy
38,326
+1,985
+5% +$746K 0.02% 805
2025
Q3 		$12.7M Buy
36,341
+7,786
+27% +$2.69M 0.01% 851
2025
Q2 		$9.49M Buy
28,555
+696
+2% +$198K 0.02% 851
2025
Q1 		$7.2M Sell
27,859
-1,767
-6% -$492K 0.01% 925
2024
Q4 		$8.47M Buy
29,626
+2,455
+9% +$690K 0.02% 782
2024
Q3 		$7.29M Sell
27,171
-340
-1% -$90.3K 0.02% 822
2024
Q2 		$7.57M Buy
27,511
+204
+0.7% +$55K 0.02% 793
2024
Q1 		$7.96M Buy
27,307
+21,051
+336% +$6.06M 0.02% 759
2023
Q4 		$1.94M Buy
6,256
+1,187
+23% +$333K 0.02% 812
2023
Q3 		$1.45M Buy
5,069
+406
+9% +$126K 0.01% 888
2023
Q2 		$1.54M Sell
4,663
-137
-3% -$39.6K 0.01% 891
2023
Q1 		$1.41M Buy
4,800
+194
+4% +$55.2K 0.01% 885
2022
Q4 		$1.19M Buy
4,606
+1,442
+46% +$362K 0.01% 923
2022
Q3 		$681K Sell
3,164
-177
-5% -$41.3K 0.01% 869
2022
Q2 		$666K Sell
3,341
-816
-20% -$184K 0.01% 956
2022
Q1 		$1.16M Sell
4,157
-718
-15% -$206K 0.02% 768
2021
Q4 		$1.7M Buy
4,875
+383
+9% +$127K 0.02% 614
2021
Q3 		$1.32M Sell
4,492
-79
-2% -$24.3K 0.02% 672
2021
Q2 		$1.31M Buy
4,571
+422
+10% +$114K 0.02% 676
2021
Q1 		$1.1M Buy
4,149
+844
+26% +$215K 0.02% 629
2020
Q4 		$829K Buy
3,305
+1,869
+130% +$457K 0.02% 743
2020
Q3 		$317K Sell
1,436
-107
-7% -$23.9K 0.03% 490
2020
Q2 		$329K Sell
1,543
-208
-12% -$40.2K 0.03% 454
2020
Q1 		$264K Buy
+1,751
New +$325K 0.03% 424

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

Cetera Investment Advisers's ROK Position: Q2 2026 in Review

Cetera Investment Advisers increased its Rockwell Automation (ROK) stake by 7.9% in Q2 2026, buying an estimated $1.39M and bringing the position to 43,392 shares worth $21.5M. The position accounts for 0.02% of the portfolio, ranked #719.

Cetera Investment Advisers first reported a position in ROK in Q1 2020 and has held it in 26 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Cetera Investment Advisers held 43,392 shares of Rockwell Automation worth $21.5M as of Q2 2026.
  • Cetera Investment Advisers bought 3,184 Rockwell Automation shares in Q2 2026, an estimated $1.39M.
  • Rockwell Automation made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #719 holding.
  • Cetera Investment Advisers first reported a position in Rockwell Automation in Q1 2020 and has held it in 26 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.