EH
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Equitable Holdings’s Rockwell Automation ROK Stock Holding History

Equitable Holdings’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 		$2.13M Sell
4,302
-808
-16% -$352K 0.01% 716
2026
Q1 		$1.93M Buy
5,110
+1,743
+52% +$688K 0.01% 739
2025
Q4 		$1.31M Buy
3,367
+144
+4% +$54.1K 0.01% 775
2025
Q3 		$1.13M Buy
3,223
+430
+15% +$149K 0.01% 799
2025
Q2 		$928K Buy
2,793
+1,022
+58% +$291K 0.01% 816
2025
Q1 		$458K Sell
1,771
-219
-11% -$61K ﹤0.01% 941
2024
Q4 		$569K Buy
1,990
+1,078
+118% +$303K 0.01% 837
2024
Q3 		$245K Buy
+912
New +$242K ﹤0.01% 1112
2024
Q2 		– Sell
-740
Closed -$216K – 1243
2024
Q1 		$216K Buy
740
+26
+4% +$7.49K ﹤0.01% 1072
2023
Q4 		$222K Buy
+714
New +$200K ﹤0.01% 1033
2022
Q1 		– Sell
-762
Closed -$266K – 911
2021
Q4 		$266K Sell
762
-646
-46% -$214K ﹤0.01% 747
2021
Q3 		$414K Buy
+1,408
New +$432K 0.01% 579

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

Equitable Holdings's ROK Position: Q2 2026 in Review

Equitable Holdings reduced its Rockwell Automation (ROK) stake by 16% in Q2 2026, selling an estimated $352K and leaving 4,302 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #716.

Equitable Holdings first reported a position in ROK in Q3 2021 and has held it in 12 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Equitable Holdings held 4,302 shares of Rockwell Automation worth $2.13M as of Q2 2026.
  • Equitable Holdings sold 808 Rockwell Automation shares in Q2 2026, an estimated $352K.
  • Rockwell Automation made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #716 holding.
  • Equitable Holdings first reported a position in Rockwell Automation in Q3 2021 and has held it in 12 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.