Financial Engines Advisors’s Rockwell Automation ROK Stock Holding History

Financial Engines 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	$442K	Buy	892 +9	+1%	+$3.92K	﹤0.01%	427
2026 Q1	$317K	Buy	883 +17	+2%	+$6.71K	﹤0.01%	459
2025 Q4	$337K	Sell	866 -6	-0.7%	-$2.25K	﹤0.01%	448
2025 Q3	$305K	Sell	872 -2	-0.2%	-$691	﹤0.01%	464
2025 Q2	$290K	Sell	874 -2	-0.2%	-$570	﹤0.01%	453
2025 Q1	$226K	Sell	876 -100	-10%	-$27.8K	﹤0.01%	402
2024 Q4	$279K	Buy	+976	New	+$275K	﹤0.01%	397
2024 Q1	–	Sell	-681	Closed	-$211K	–	352
2023 Q4	$211K	Buy	+681	New	+$191K	﹤0.01%	303
2019 Q4	–	Sell	-5,700	Closed	-$939K	–	135
2019 Q3	$939K	Buy	+5,700	New	+$901K	0.01%	86

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 Engines Advisors's ROK Position: Q2 2026 in Review

Financial Engines Advisors increased its Rockwell Automation (ROK) stake by 1% in Q2 2026, buying an estimated $3.92K and bringing the position to 892 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Financial Engines Advisors first reported a position in ROK in Q3 2019 and has held it in 9 quarters since. The position peaked at $939K in Q3 2019. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Financial Engines Advisors held 892 shares of Rockwell Automation worth $442K as of Q2 2026.
Financial Engines Advisors bought 9 Rockwell Automation shares in Q2 2026, an estimated $3.92K.
Rockwell Automation made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #427 holding.
Financial Engines Advisors first reported a position in Rockwell Automation in Q3 2019 and has held it in 9 quarters since.
Financial Engines Advisors's Rockwell Automation position peaked at $939K in Q3 2019.
1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.