HighTower Advisors
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HighTower Advisors’s Rockwell Automation ROK Stock Holding History

HighTower 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
2025
Q2 		– Sell
-200
Closed -$2.97K – 3940
2025
Q1 		$2.97K Buy
200
+100
+100% +$27.8K ﹤0.01% 3612
2024
Q4 		$3.16K Buy
+100
New +$28.1K ﹤0.01% 3654
2013
Q4 		– Sell
-1,393,900
Closed -$1.47M – 1598
2013
Q3 		$1.47M Buy
+1,393,900
New +$136M 0.04% 507

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

HighTower Advisors's ROK Position: Q2 2026 in Review

HighTower Advisors increased its Rockwell Automation (ROK) stake by 4.9% in Q2 2026, buying an estimated $3.57M and bringing the position to 176,513 shares worth $87.4M. The position accounts for 0.08% of the portfolio, ranked #236.

HighTower Advisors first reported a position in ROK in Q2 2013 and has held it in 52 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • HighTower Advisors held 176,513 shares of Rockwell Automation worth $87.4M as of Q2 2026.
  • HighTower Advisors bought 8,216 Rockwell Automation shares in Q2 2026, an estimated $3.57M.
  • Rockwell Automation made up 0.08% of HighTower Advisors's portfolio in Q2 2026, its #236 holding.
  • HighTower Advisors first reported a position in Rockwell Automation in Q2 2013 and has held it in 52 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.