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Game Plan Financial Advisors’s Rockwell Automation ROK Stock Holding History

Game Plan Financial 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 		$31.7K Hold
64
– – 0.01% 164
2026
Q1 		$23K Hold
64
– – 0.01% 167
2025
Q4 		$24.9K Hold
64
– – 0.01% 169
2025
Q3 		$22.4K Hold
64
– – 0.01% 183
2025
Q2 		$21.3K Hold
64
– – 0.01% 187
2025
Q1 		$16.5K Hold
64
– – 0.01% 195
2024
Q4 		$18.3K Hold
64
– – 0.01% 187
2024
Q3 		$17.2K Hold
64
– – 0.01% 196
2024
Q2 		$17.6K Hold
64
– – 0.01% 204
2024
Q1 		$18.6K Hold
64
– – 0.01% 220
2023
Q4 		$19.9K Buy
+64
New +$17.9K 0.01% 199

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

Game Plan Financial Advisors's ROK Position: Q2 2026 in Review

Game Plan Financial Advisors held its Rockwell Automation (ROK) position steady in Q2 2026 at 64 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #164.

Game Plan Financial Advisors first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. 1,535 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Game Plan Financial Advisors held 64 shares of Rockwell Automation worth $31.7K as of Q2 2026.
  • Game Plan Financial Advisors left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #164 holding.
  • Game Plan Financial Advisors first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.