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HFM Investment Advisors’s Rockwell Automation ROK Stock Holding History

HFM Investment 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 		$800K Buy
1,616
+5
+0.3% +$2.17K 0.28% 14
2026
Q1 		$578K Sell
1,611
-1
-0.1% -$395 0.22% 16
2025
Q4 		$627K Buy
1,612
+1
+0.1% +$376 0.25% 15
2025
Q3 		$563K Sell
1,611
-2
-0.1% -$691 0.23% 15
2025
Q2 		$536K Buy
1,613
+3
+0.2% +$855 0.24% 15
2025
Q1 		$416K Buy
+1,610
New +$448K 0.2% 15

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

HFM Investment Advisors's ROK Position: Q2 2026 in Review

HFM Investment Advisors increased its Rockwell Automation (ROK) stake by 0.31% in Q2 2026, buying an estimated $2.17K and bringing the position to 1,616 shares worth $800K. The position accounts for 0.28% of the portfolio, ranked #14.

HFM Investment Advisors first reported a position in ROK in Q1 2025 and has held it in 6 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • HFM Investment Advisors held 1,616 shares of Rockwell Automation worth $800K as of Q2 2026.
  • HFM Investment Advisors bought 5 Rockwell Automation shares in Q2 2026, an estimated $2.17K.
  • Rockwell Automation made up 0.28% of HFM Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • HFM Investment Advisors first reported a position in Rockwell Automation in Q1 2025 and has held it in 6 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.