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Frisch Financial Group’s Rockwell Automation ROK Stock Holding History

Frisch Financial Group’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 		$406K Buy
+819
New +$356K 0.07% 123
2026
Q1 		– Sell
-529
Closed -$206K – 179
2025
Q4 		$206K Buy
+529
New +$199K 0.05% 157

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

Frisch Financial Group's ROK Position: Q2 2026 in Review

Frisch Financial Group opened a new position in Rockwell Automation (ROK) in Q2 2026: 819 shares worth $406K. The stake represents 0.07% of the portfolio and ranks #123 among its holdings. This is a return to the name: Frisch Financial Group previously reported a position in ROK as recently as Q4 2025.

Frisch Financial Group first reported a position in ROK in Q4 2025 and has held it in 2 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Frisch Financial Group held 819 shares of Rockwell Automation worth $406K as of Q2 2026.
  • Rockwell Automation was a new Frisch Financial Group position in Q2 2026.
  • Rockwell Automation made up 0.07% of Frisch Financial Group's portfolio in Q2 2026, its #123 holding.
  • Frisch Financial Group first reported a position in Rockwell Automation in Q4 2025 and has held it in 2 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.