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Hillsdale Investment Management’s Rockwell Automation ROK Stock Holding History

Hillsdale Investment Management’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 		– Sell
-50
Closed -$17.9K – 747
2026
Q1 		$17.9K Sell
50
-2,570
-98% -$1.01M ﹤0.01% 617
2025
Q4 		$1.02M Sell
2,620
-30
-1% -$11.3K 0.03% 360
2025
Q3 		$926K Buy
+2,650
New +$915K 0.03% 369
2014
Q2 		– Sell
-2,700
Closed -$336K – 585
2014
Q1 		$336K Hold
2,700
– – 0.09% 152
2013
Q4 		$319K Sell
2,700
-200
-7% -$22.2K 0.09% 171
2013
Q3 		$310K Buy
+2,900
New +$283K 0.09% 181

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

Hillsdale Investment Management's ROK Position: Q2 2026 in Review

Hillsdale Investment Management sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 50 shares — an estimated $17.9K sold.

Hillsdale Investment Management first reported a position in ROK in Q3 2013 and held it in 6 quarters. The position peaked at $1.02M in Q4 2025. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Hillsdale Investment Management reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Hillsdale Investment Management sold 50 Rockwell Automation shares in Q2 2026, an estimated $17.9K.
  • Hillsdale Investment Management first reported a position in Rockwell Automation in Q3 2013 and held it in 6 quarters.
  • Hillsdale Investment Management's Rockwell Automation position peaked at $1.02M in Q4 2025.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.