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Empirical Finance’s Rockwell Automation ROK Stock Holding History

Empirical Finance’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 		$2.01M Buy
4,054
+131
+3% +$57K 0.08% 202
2026
Q1 		$1.41M Sell
3,923
-10
-0.3% -$3.95K 0.07% 249
2025
Q4 		$1.53M Sell
3,933
-167
-4% -$62.8K 0.07% 215
2025
Q3 		$1.43M Buy
4,100
+38
+0.9% +$13.1K 0.07% 238
2025
Q2 		$1.35M Buy
4,062
+28
+0.7% +$7.98K 0.07% 242
2025
Q1 		$1.04M Buy
4,034
+110
+3% +$30.6K 0.06% 264
2024
Q4 		$1.12M Sell
3,924
-44
-1% -$12.4K 0.06% 246
2024
Q3 		$1.07M Buy
3,968
+86
+2% +$22.8K 0.06% 265
2024
Q2 		$1.07M Sell
3,882
-266
-6% -$71.8K 0.07% 247
2024
Q1 		$1.21M Buy
4,148
+140
+3% +$40.3K 0.07% 244
2023
Q4 		$1.24M Buy
4,008
+24
+0.6% +$6.73K 0.09% 217
2023
Q3 		$1.14M Buy
3,984
+361
+10% +$112K 0.08% 217
2023
Q2 		$1.19M Buy
3,623
+399
+12% +$115K 0.09% 198
2023
Q1 		$946K Buy
3,224
+141
+5% +$40.1K 0.09% 222
2022
Q4 		$794K Buy
3,083
+243
+9% +$61K 0.08% 246
2022
Q3 		$611K Buy
2,840
+468
+20% +$109K 0.07% 265
2022
Q2 		$473K Buy
2,372
+121
+5% +$27.3K 0.06% 286
2022
Q1 		$630K Buy
2,251
+247
+12% +$71K 0.07% 253
2021
Q4 		$699K Buy
2,004
+530
+36% +$175K 0.08% 218
2021
Q3 		$433K Buy
1,474
+83
+6% +$25.5K 0.07% 283
2021
Q2 		$398K Buy
1,391
+207
+17% +$55.8K 0.06% 282
2021
Q1 		$297K Hold
1,184
– – 0.05% 266
2020
Q4 		$297K Buy
1,184
+200
+20% +$48.9K 0.05% 266
2020
Q3 		$217K Buy
+984
New +$220K 0.05% 269
2017
Q1 		– Sell
-61
Closed -$9K – 473
2016
Q4 		$9K Buy
+61
New +$7.79K 0.01% 407

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

Empirical Finance's ROK Position: Q2 2026 in Review

Empirical Finance increased its Rockwell Automation (ROK) stake by 3.3% in Q2 2026, buying an estimated $57K and bringing the position to 4,054 shares worth $2.01M. The position accounts for 0.08% of the portfolio, ranked #202.

Empirical Finance first reported a position in ROK in Q4 2016 and has held it in 25 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Empirical Finance held 4,054 shares of Rockwell Automation worth $2.01M as of Q2 2026.
  • Empirical Finance bought 131 Rockwell Automation shares in Q2 2026, an estimated $57K.
  • Rockwell Automation made up 0.08% of Empirical Finance's portfolio in Q2 2026, its #202 holding.
  • Empirical Finance first reported a position in Rockwell Automation in Q4 2016 and has held it in 25 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.