Founders Financial Securities’s Rockwell Automation ROK Stock Holding History

Founders Financial Securities’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	$514K	Buy	1,039 +7	+0.7%	+$3.04K	0.03%	385
2026 Q1	$408K	Sell	1,032 -7	-0.7%	-$2.76K	0.02%	400
2025 Q4	$404K	Buy	1,039 +39	+4%	+$14.7K	0.02%	421
2025 Q3	$350K	Hold	1,000	–	–	0.02%	405
2025 Q2	$332K	Sell	1,000 -3	-0.3%	-$855	0.03%	398
2025 Q1	$247K	Buy	1,003 +3	+0.3%	+$835	0.02%	419
2024 Q4	$286K	Hold	1,000	–	–	0.03%	384
2024 Q3	$268K	Hold	1,000	–	–	0.02%	382
2024 Q2	$275K	Hold	1,000	–	–	0.03%	361
2024 Q1	$291K	Hold	1,000	–	–	0.03%	326
2023 Q4	$310K	Hold	1,000	–	–	0.03%	302
2023 Q3	$286K	Hold	1,000	–	–	0.04%	272
2023 Q2	$329K	Sell	1,000 -12	-1%	-$3.46K	0.04%	253
2023 Q1	$297K	Hold	1,012	–	–	0.04%	261
2022 Q4	$261K	Sell	1,012 -68	-6%	-$17.1K	0.04%	273
2022 Q3	$232K	Hold	1,080	–	–	0.04%	270
2022 Q2	$215K	Hold	1,080	–	–	0.04%	235
2022 Q1	$302K	Buy	1,080 +80	+8%	+$23K	0.05%	217
2021 Q4	$349K	Hold	1,000	–	–	0.06%	201
2021 Q3	$294K	Hold	1,000	–	–	0.06%	216
2021 Q2	$286K	Hold	1,000	–	–	0.06%	234
2021 Q1	$265K	Hold	1,000	–	–	0.06%	213
2020 Q4	$251K	Hold	1,000	–	–	0.06%	192
2020 Q3	$221K	Hold	1,000	–	–	0.07%	148
2020 Q2	$213K	Buy	+1,000	New	+$193K	0.07%	151

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

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

Founders Financial Securities increased its Rockwell Automation (ROK) stake by 0.68% in Q2 2026, buying an estimated $3.04K and bringing the position to 1,039 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #385.

Founders Financial Securities first reported a position in ROK in Q2 2020 and has held it in 25 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Founders Financial Securities held 1,039 shares of Rockwell Automation worth $514K as of Q2 2026.
Founders Financial Securities bought 7 Rockwell Automation shares in Q2 2026, an estimated $3.04K.
Rockwell Automation made up 0.03% of Founders Financial Securities's portfolio in Q2 2026, its #385 holding.
Founders Financial Securities first reported a position in Rockwell Automation in Q2 2020 and has held it in 25 quarters since.
1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.