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Farther Finance Advisors’s Rockwell Automation ROK Stock Holding History

Farther Finance Advisors’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 		$1.44M Sell
2,917
-85
-3% -$37K 0.01% 891
2026
Q1 		$1.11M Buy
3,002
+135
+5% +$53.3K 0.01% 903
2025
Q4 		$1.12M Buy
2,867
+328
+13% +$123K 0.01% 831
2025
Q3 		$887K Buy
2,539
+188
+8% +$64.9K 0.01% 780
2025
Q2 		$781K Buy
2,351
+60
+3% +$17.1K 0.02% 701
2025
Q1 		$593K Buy
2,291
+1,262
+123% +$351K 0.02% 711
2024
Q4 		$294K Sell
1,029
-494
-32% -$139K 0.01% 815
2024
Q3 		$409K Sell
1,523
-3
-0.2% -$796 0.02% 674
2024
Q2 		$405K Buy
1,526
+121
+9% +$32.7K 0.02% 561
2024
Q1 		$398K Sell
1,405
-56
-4% -$16.1K 0.02% 456
2023
Q4 		$453K Buy
1,461
+436
+43% +$122K 0.03% 371
2023
Q3 		$293K Buy
1,025
+671
+190% +$207K 0.05% 298
2023
Q2 		$117K Buy
354
+78
+28% +$22.5K 0.03% 414
2023
Q1 		$81K Buy
276
+72
+35% +$20.5K 0.02% 467
2022
Q4 		$52.5K Buy
+204
New +$51.2K 0.02% 470

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

Farther Finance Advisors's ROK Position: Q2 2026 in Review

Farther Finance Advisors reduced its Rockwell Automation (ROK) stake by 2.8% in Q2 2026, selling an estimated $37K and leaving 2,917 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #891.

Farther Finance Advisors first reported a position in ROK in Q4 2022 and has held it in 15 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Farther Finance Advisors held 2,917 shares of Rockwell Automation worth $1.44M as of Q2 2026.
  • Farther Finance Advisors sold 85 Rockwell Automation shares in Q2 2026, an estimated $37K.
  • Rockwell Automation made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #891 holding.
  • Farther Finance Advisors first reported a position in Rockwell Automation in Q4 2022 and has held it in 15 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.