CFO
ROK icon

CVA Family Office’s Rockwell Automation ROK Stock Holding History

CVA 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 		$176K Buy
355
+9
+3% +$3.92K 0.02% 357
2026
Q1 		$124K Buy
346
+86
+33% +$33.9K 0.01% 407
2025
Q4 		$101K Buy
260
+5
+2% +$1.88K 0.01% 417
2025
Q3 		$89.1K Buy
255
+1
+0.4% +$345 0.01% 440
2025
Q2 		$84.4K Buy
254
+20
+9% +$5.7K 0.01% 436
2025
Q1 		$60.5K Sell
234
-24
-9% -$6.68K 0.01% 486
2024
Q4 		$73.7K Buy
258
+48
+23% +$13.5K 0.01% 444
2024
Q3 		$56.4K Sell
210
-15
-7% -$3.98K 0.01% 487
2024
Q2 		$61.9K Sell
225
-82
-27% -$22.1K 0.01% 449
2024
Q1 		$89.4K Buy
307
+2
+0.7% +$576 0.02% 380
2023
Q4 		$94.7K Buy
+305
New +$85.5K 0.02% 341
2023
Q3 		– Sell
-253
Closed -$83.4K – 791
2023
Q2 		$83.4K Buy
253
+18
+8% +$5.2K 0.02% 341
2023
Q1 		$69K Buy
235
+5
+2% +$1.42K 0.02% 375
2022
Q4 		$59.2K Sell
230
-40
-15% -$10K 0.01% 380
2022
Q3 		$58K Buy
270
+70
+35% +$16.3K 0.02% 332
2022
Q2 		$40K Sell
200
-260
-57% -$58.7K 0.01% 413
2022
Q1 		$129K Buy
460
+130
+39% +$37.3K 0.03% 224
2021
Q4 		$115K Buy
330
+130
+65% +$43K 0.03% 229
2021
Q3 		$44K Sell
200
-130
-39% -$39.9K 0.03% 197
2021
Q2 		$94K Buy
330
+30
+10% +$8.09K 0.03% 250
2021
Q1 		$80K Buy
300
+100
+50% +$25.5K 0.03% 211
2020
Q4 		$50K Hold
200
– – 0.03% 197
2020
Q3 		$44K Hold
200
– – 0.03% 197
2020
Q2 		$43K Hold
200
– – 0.04% 174
2020
Q1 		$30K Buy
+200
New +$37.1K 0.03% 174

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

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

CVA Family Office increased its Rockwell Automation (ROK) stake by 2.6% in Q2 2026, buying an estimated $3.92K and bringing the position to 355 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #357.

CVA Family Office first reported a position in ROK in Q1 2020 and has held it in 25 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • CVA Family Office held 355 shares of Rockwell Automation worth $176K as of Q2 2026.
  • CVA Family Office bought 9 Rockwell Automation shares in Q2 2026, an estimated $3.92K.
  • Rockwell Automation made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #357 holding.
  • CVA Family Office first reported a position in Rockwell Automation in Q1 2020 and has held it in 25 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.