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Financial Gravity Companies’s Rockwell Automation ROK Stock Holding History

Financial Gravity Companies’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 		$59.4K Buy
+120
New +$52.2K 0.01% 286
2025
Q2 		$39.9K Buy
+120
New +$34.2K 0.01% 332
2024
Q4 		$34.3K Buy
+120
New +$33.8K 0.01% 350
2018
Q4 		$0 Buy
+2
New +$334 ﹤0.01% 1491
2018
Q1 		$2K Sell
10
-1
-9% -$190 ﹤0.01% 998
2017
Q4 		$2K Buy
+11
New +$2.1K ﹤0.01% 974

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 $3.38T AUM 44.17% 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

Financial Gravity Companies's ROK Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Rockwell Automation (ROK) in Q2 2026: 120 shares worth $59.4K. The stake represents 0.01% of the portfolio and ranks #286 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ROK as recently as Q2 2025.

Financial Gravity Companies first reported a position in ROK in Q4 2017 and has held it in 6 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Financial Gravity Companies held 120 shares of Rockwell Automation worth $59.4K as of Q2 2026.
  • Rockwell Automation was a new Financial Gravity Companies position in Q2 2026.
  • Rockwell Automation made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #286 holding.
  • Financial Gravity Companies first reported a position in Rockwell Automation in Q4 2017 and has held it in 6 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.