Financial Consulate’s Rockwell Automation ROK Stock Holding History

Financial Consulate’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	$496	Hold	1	–	–	﹤0.01%	1340
2026 Q1	$359	Buy	+1	New	+$395	﹤0.01%	1322

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

Financial Consulate's ROK Position: Q2 2026 in Review

Financial Consulate held its Rockwell Automation (ROK) position steady in Q2 2026 at 1 share worth $496. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Financial Consulate first reported a position in ROK in Q1 2026 and has held it in 2 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Financial Consulate held 1 share of Rockwell Automation worth $496 as of Q2 2026.
Financial Consulate left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1340 holding.
Financial Consulate first reported a position in Rockwell Automation in Q1 2026 and has held it in 2 quarters since.
1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.