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HUB Investment Partners’s Rockwell Automation ROK Stock Holding History

HUB Investment Partners’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 		$2M Buy
4,036
+590
+17% +$257K 0.04% 305
2026
Q1 		$1.24M Buy
3,446
+103
+3% +$40.6K 0.03% 335
2025
Q4 		$1.3M Buy
3,343
+2,079
+164% +$781K 0.03% 259
2025
Q3 		$442K Sell
1,264
-889
-41% -$307K 0.01% 445
2025
Q2 		$715K Buy
2,153
+988
+85% +$281K 0.02% 315
2025
Q1 		$301K Buy
1,165
+25
+2% +$6.96K 0.01% 446
2024
Q4 		$326K Sell
1,140
-86
-7% -$24.2K 0.01% 381
2024
Q3 		$329K Buy
1,226
+26
+2% +$6.9K 0.01% 367
2024
Q2 		$330K Buy
1,200
+15
+1% +$4.05K 0.01% 350
2024
Q1 		$345K Buy
+1,185
New +$341K 0.02% 336

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

HUB Investment Partners's ROK Position: Q2 2026 in Review

HUB Investment Partners increased its Rockwell Automation (ROK) stake by 17% in Q2 2026, buying an estimated $257K and bringing the position to 4,036 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #305.

HUB Investment Partners first reported a position in ROK in Q1 2024 and has held it in 10 quarters since. 1,529 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • HUB Investment Partners held 4,036 shares of Rockwell Automation worth $2M as of Q2 2026.
  • HUB Investment Partners bought 590 Rockwell Automation shares in Q2 2026, an estimated $257K.
  • Rockwell Automation made up 0.04% of HUB Investment Partners's portfolio in Q2 2026, its #305 holding.
  • HUB Investment Partners first reported a position in Rockwell Automation in Q1 2024 and has held it in 10 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.