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Coastal Bridge Advisors’s Rockwell Automation ROK Stock Holding History

Coastal Bridge 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 		$413K Buy
834
+7
+0.8% +$3.04K 0.03% 347
2026
Q1 		$297K Buy
827
+154
+23% +$60.8K 0.02% 379
2025
Q4 		$262K Sell
673
-5
-0.7% -$1.88K 0.02% 391
2025
Q3 		$237K Sell
678
-4
-0.6% -$1.38K 0.02% 403
2025
Q2 		$227K Buy
+682
New +$194K 0.02% 398

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

Coastal Bridge Advisors's ROK Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Rockwell Automation (ROK) stake by 0.85% in Q2 2026, buying an estimated $3.04K and bringing the position to 834 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #347.

Coastal Bridge Advisors first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Coastal Bridge Advisors held 834 shares of Rockwell Automation worth $413K as of Q2 2026.
  • Coastal Bridge Advisors bought 7 Rockwell Automation shares in Q2 2026, an estimated $3.04K.
  • Rockwell Automation made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #347 holding.
  • Coastal Bridge Advisors first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.