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Deseret Mutual Benefit Administrators’s Rockwell Automation ROK Stock Holding History

Deseret Mutual Benefit Administrators’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 		$73.8K Sell
149
-35
-19% -$15.2K 0.02% 346
2026
Q1 		$66K Buy
184
+82
+80% +$32.4K 0.02% 356
2025
Q4 		$39.7K Sell
102
-23
-18% -$8.65K 0.02% 357
2025
Q3 		$43.7K Hold
125
– – 0.02% 330
2025
Q2 		$41.5K Hold
125
– – 0.02% 326
2025
Q1 		$32.3K Hold
125
– – 0.02% 360
2024
Q4 		$35.7K Buy
125
+18
+17% +$5.06K 0.02% 344
2024
Q3 		$28.7K Hold
107
– – 0.01% 374
2024
Q2 		$29.5K Hold
107
– – 0.01% 370
2024
Q1 		$31.2K Hold
107
– – 0.02% 364
2023
Q4 		$33.2K Sell
107
-31
-22% -$8.69K 0.02% 338
2023
Q3 		$39.5K Sell
138
-29
-17% -$8.97K 0.02% 332
2023
Q2 		$55K Sell
167
-3
-2% -$866 0.02% 299
2023
Q1 		$49.9K Hold
170
– – 0.02% 307
2022
Q4 		$43.8K Sell
170
-476
-74% -$119K 0.02% 323
2022
Q3 		$139K Sell
646
-626
-49% -$146K 0.04% 242
2022
Q2 		$254K Sell
1,272
-271
-18% -$61.2K 0.06% 202
2022
Q1 		$432K Sell
1,543
-643
-29% -$185K 0.09% 152
2021
Q4 		$763K Buy
2,186
+51
+2% +$16.9K 0.13% 115
2021
Q3 		$628K Buy
2,135
+1,666
+355% +$511K 0.12% 120
2021
Q2 		$134K Buy
+469
New +$126K 0.03% 295

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

Deseret Mutual Benefit Administrators's ROK Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Rockwell Automation (ROK) stake by 19% in Q2 2026, selling an estimated $15.2K and leaving 149 shares worth $73.8K. The position accounts for 0.02% of the portfolio, ranked #346.

Deseret Mutual Benefit Administrators first reported a position in ROK in Q2 2021 and has held it in 21 quarters since. The position peaked at $763K in Q4 2021. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Deseret Mutual Benefit Administrators held 149 shares of Rockwell Automation worth $73.8K as of Q2 2026.
  • Deseret Mutual Benefit Administrators sold 35 Rockwell Automation shares in Q2 2026, an estimated $15.2K.
  • Rockwell Automation made up 0.02% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #346 holding.
  • Deseret Mutual Benefit Administrators first reported a position in Rockwell Automation in Q2 2021 and has held it in 21 quarters since.
  • Deseret Mutual Benefit Administrators's Rockwell Automation position peaked at $763K in Q4 2021.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.