FFO
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Fortitude Family Office’s Rockwell Automation ROK Stock Holding History

Fortitude Family Office’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 		$39.6K Buy
80
+9
+13% +$3.92K 0.01% 338
2026
Q1 		$25.5K Sell
71
-17
-19% -$6.71K 0.01% 377
2025
Q4 		$34.2K Buy
88
+46
+110% +$17.3K 0.01% 296
2025
Q3 		$14.7K Hold
42
– – ﹤0.01% 469
2025
Q2 		$14K Buy
42
+11
+35% +$3.13K ﹤0.01% 459
2025
Q1 		$8.01K Hold
31
– – ﹤0.01% 603
2024
Q4 		$8.86K Hold
31
– – ﹤0.01% 664
2024
Q3 		$8.32K Buy
31
+10
+48% +$2.65K ﹤0.01% 618
2024
Q2 		$5.78K Sell
21
-7
-25% -$1.89K ﹤0.01% 536
2024
Q1 		$8.16K Sell
28
-119
-81% -$34.3K 0.01% 445
2023
Q4 		$45.6K Buy
+147
New +$41.2K 0.03% 181

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

Fortitude Family Office's ROK Position: Q2 2026 in Review

Fortitude Family Office increased its Rockwell Automation (ROK) stake by 13% in Q2 2026, buying an estimated $3.92K and bringing the position to 80 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #338.

Fortitude Family Office first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.6K in Q4 2023. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Fortitude Family Office held 80 shares of Rockwell Automation worth $39.6K as of Q2 2026.
  • Fortitude Family Office bought 9 Rockwell Automation shares in Q2 2026, an estimated $3.92K.
  • Rockwell Automation made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #338 holding.
  • Fortitude Family Office first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Rockwell Automation position peaked at $45.6K in Q4 2023.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.