Excelsior Advisor Network’s Rockwell Automation ROK Stock Holding History

Excelsior Advisor Network’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	$219K	Buy	+442	New	+$192K	0.03%	420

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Excelsior Advisor Network's ROK Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Rockwell Automation (ROK) in Q2 2026: 442 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #420 among its holdings.

1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Excelsior Advisor Network held 442 shares of Rockwell Automation worth $219K as of Q2 2026.
Rockwell Automation was a new Excelsior Advisor Network position in Q2 2026.
Rockwell Automation made up 0.03% of Excelsior Advisor Network's portfolio in Q2 2026, its #420 holding.
1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.