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Hantz Financial Services’s Rockwell Automation ROK Stock Holding History

Hantz Financial Services’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 		$126K Buy
255
+37
+17% +$16.1K ﹤0.01% 1309
2026
Q1 		$78K Buy
218
+79
+57% +$31.2K ﹤0.01% 1381
2025
Q4 		$54K Buy
139
+83
+148% +$31.2K ﹤0.01% 1406
2025
Q3 		$20K Buy
56
+44
+367% +$15.2K ﹤0.01% 1570
2025
Q2 		$4K Buy
12
+7
+140% +$1.99K ﹤0.01% 1839
2025
Q1 		$1K Buy
5
+1
+25% +$278 ﹤0.01% 1593
2024
Q4 		$1K Hold
4
– – ﹤0.01% 1060
2024
Q3 		$1K Hold
4
– – ﹤0.01% 1042
2024
Q2 		$1K Hold
4
– – ﹤0.01% 1025
2024
Q1 		$1K Sell
4
-162
-98% -$46.7K ﹤0.01% 1158
2023
Q4 		$52K Sell
166
-30
-15% -$8.41K ﹤0.01% 645
2023
Q3 		$56K Buy
196
+7
+4% +$2.17K ﹤0.01% 623
2023
Q2 		$62K Hold
189
– – ﹤0.01% 605
2023
Q1 		$55K Hold
189
– – ﹤0.01% 613
2022
Q4 		$49K Hold
189
– – ﹤0.01% 612
2022
Q3 		$41K Hold
189
– – ﹤0.01% 610
2022
Q2 		$38K Buy
+189
New +$42.7K ﹤0.01% 614
2020
Q3 		– Sell
-521
Closed -$111K – 610
2020
Q2 		$111K Sell
521
-43
-8% -$8.32K 0.01% 404
2020
Q1 		$85K Buy
+564
New +$105K 0.01% 402

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hantz Financial Services's ROK Position: Q2 2026 in Review

Hantz Financial Services increased its Rockwell Automation (ROK) stake by 17% in Q2 2026, buying an estimated $16.1K and bringing the position to 255 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Hantz Financial Services first reported a position in ROK in Q1 2020 and has held it in 19 quarters since. 1,408 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Hantz Financial Services held 255 shares of Rockwell Automation worth $126K as of Q2 2026.
  • Hantz Financial Services bought 37 Rockwell Automation shares in Q2 2026, an estimated $16.1K.
  • Rockwell Automation made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1309 holding.
  • Hantz Financial Services first reported a position in Rockwell Automation in Q1 2020 and has held it in 19 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.