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Frank Rimerman Advisors’s Rockwell Automation ROK Stock Holding History

Frank Rimerman 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 		$672K Buy
1,357
+19
+1% +$8.27K 0.04% 342
2026
Q1 		$480K Sell
1,338
-5
-0.4% -$1.97K 0.03% 391
2025
Q4 		$523K Buy
1,343
+12
+0.9% +$4.51K 0.03% 375
2025
Q3 		$465K Buy
1,331
+6
+0.5% +$2.07K 0.03% 386
2025
Q2 		$440K Sell
1,325
-100
-7% -$28.5K 0.03% 369
2025
Q1 		$368K Sell
1,425
-54
-4% -$15K 0.03% 370
2024
Q4 		$423K Buy
1,479
+32
+2% +$9K 0.03% 341
2024
Q3 		$388K Sell
1,447
-12
-0.8% -$3.19K 0.03% 374
2024
Q2 		$402K Buy
1,459
+1,453
+24,217% +$392K 0.03% 385
2024
Q1 		$1.75K Hold
6
– – ﹤0.01% 290
2023
Q4 		$1.86K Buy
+6
New +$1.68K ﹤0.01% 270

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

Frank Rimerman Advisors's ROK Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Rockwell Automation (ROK) stake by 1.4% in Q2 2026, buying an estimated $8.27K and bringing the position to 1,357 shares worth $672K. The position accounts for 0.04% of the portfolio, ranked #342.

Frank Rimerman Advisors first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Frank Rimerman Advisors held 1,357 shares of Rockwell Automation worth $672K as of Q2 2026.
  • Frank Rimerman Advisors bought 19 Rockwell Automation shares in Q2 2026, an estimated $8.27K.
  • Rockwell Automation made up 0.04% of Frank Rimerman Advisors's portfolio in Q2 2026, its #342 holding.
  • Frank Rimerman Advisors first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.