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Clear Creek Financial Management’s Rockwell Automation ROK Stock Holding History

Clear Creek Financial Management’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 0.02% 561
2025
Q3 		– Sell
-625
Closed -$208K – 584
2025
Q2 		$208K Buy
+625
New +$178K 0.02% 510

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

Clear Creek Financial Management's ROK Position: Q2 2026 in Review

Clear Creek Financial Management opened a new position in Rockwell Automation (ROK) in Q2 2026: 526 shares worth $260K. The stake represents 0.02% of the portfolio and ranks #561 among its holdings. This is a return to the name: Clear Creek Financial Management previously reported a position in ROK as recently as Q2 2025.

Clear Creek Financial Management first reported a position in ROK in Q2 2025 and has held it in 2 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Clear Creek Financial Management held 526 shares of Rockwell Automation worth $260K as of Q2 2026.
  • Rockwell Automation was a new Clear Creek Financial Management position in Q2 2026.
  • Rockwell Automation made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #561 holding.
  • Clear Creek Financial Management first reported a position in Rockwell Automation in Q2 2025 and has held it in 2 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.