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Foundations Investment Advisors’s Rockwell Automation ROK Stock Holding History

Foundations Investment 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 		$1.92M Buy
3,884
+2,725
+235% +$1.19M 0.02% 409
2026
Q1 		$416K Sell
1,159
-8
-0.7% -$3.16K 0.01% 772
2025
Q4 		$454K Buy
+1,167
New +$439K 0.01% 745
2023
Q4 		– Sell
-2,240
Closed -$640K – 717
2023
Q3 		$640K Sell
2,240
-59
-3% -$18.2K 0.02% 346
2023
Q2 		$757K Buy
2,299
+229
+11% +$66.1K 0.03% 298
2023
Q1 		$607K Buy
2,070
+10
+0.5% +$2.84K 0.02% 296
2022
Q4 		$531K Sell
2,060
-8
-0.4% -$2.01K 0.02% 270
2022
Q3 		$445K Sell
2,068
-882
-30% -$206K 0.02% 269
2022
Q2 		$592K Buy
2,950
+904
+44% +$204K 0.02% 202
2022
Q1 		$535K Buy
2,046
+8
+0.4% +$2.3K 0.02% 182
2021
Q4 		$683K Buy
+2,038
New +$675K 0.03% 163

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

Foundations Investment Advisors's ROK Position: Q2 2026 in Review

Foundations Investment Advisors increased its Rockwell Automation (ROK) stake by 235% in Q2 2026, buying an estimated $1.19M and bringing the position to 3,884 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #409.

Foundations Investment Advisors first reported a position in ROK in Q4 2021 and has held it in 11 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Foundations Investment Advisors held 3,884 shares of Rockwell Automation worth $1.92M as of Q2 2026.
  • Foundations Investment Advisors bought 2,725 Rockwell Automation shares in Q2 2026, an estimated $1.19M.
  • Rockwell Automation made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #409 holding.
  • Foundations Investment Advisors first reported a position in Rockwell Automation in Q4 2021 and has held it in 11 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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