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Founders Financial Alliance’s Rockwell Automation ROK Stock Holding History

Founders Financial Alliance’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 		$536K Buy
1,082
+2
+0.2% +$870 0.07% 229
2026
Q1 		$388K Buy
1,080
+42
+4% +$16.6K 0.07% 251
2025
Q4 		$404K Sell
1,038
-316
-23% -$119K 0.08% 227
2025
Q3 		$473K Buy
1,354
+544
+67% +$188K 0.09% 207
2025
Q2 		$269K Buy
+810
New +$231K 0.06% 275
2025
Q1 		– Sell
-720
Closed -$206K – 646
2024
Q4 		$206K Buy
+720
New +$203K 0.06% 270
2024
Q2 		– Sell
-714
Closed -$208K – 577
2024
Q1 		$208K Sell
714
-6
-0.8% -$1.73K 0.06% 255
2023
Q4 		$224K Hold
720
– – 0.09% 226
2023
Q3 		$206K Sell
720
-62
-8% -$19.2K 0.09% 221
2023
Q2 		$258K Buy
782
+18
+2% +$5.2K 0.1% 212
2023
Q1 		$224K Buy
+764
New +$217K 0.11% 188
2020
Q4 		– Sell
-71
Closed -$16K – 1072
2020
Q3 		$16K Buy
+71
New +$15.9K 0.01% 633

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

Founders Financial Alliance's ROK Position: Q2 2026 in Review

Founders Financial Alliance increased its Rockwell Automation (ROK) stake by 0.19% in Q2 2026, buying an estimated $870 and bringing the position to 1,082 shares worth $536K. The position accounts for 0.07% of the portfolio, ranked #229.

Founders Financial Alliance first reported a position in ROK in Q3 2020 and has held it in 12 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Founders Financial Alliance held 1,082 shares of Rockwell Automation worth $536K as of Q2 2026.
  • Founders Financial Alliance bought 2 Rockwell Automation shares in Q2 2026, an estimated $870.
  • Rockwell Automation made up 0.07% of Founders Financial Alliance's portfolio in Q2 2026, its #229 holding.
  • Founders Financial Alliance first reported a position in Rockwell Automation in Q3 2020 and has held it in 12 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.