HVIA
ROK icon

Hudson Valley Investment Advisors’s Rockwell Automation ROK Stock Holding History

Hudson Valley 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 		$2.91M Sell
5,870
-913
-13% -$397K 0.35% 68
2026
Q1 		$2.43M Sell
6,783
-1,195
-15% -$472K 0.32% 76
2025
Q4 		$3.1M Sell
7,978
-1,149
-13% -$432K 0.34% 73
2025
Q3 		$3.19M Sell
9,127
-182
-2% -$62.9K 0.33% 77
2025
Q2 		$3.09M Buy
+9,309
New +$2.65M 0.34% 76

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

Hudson Valley Investment Advisors's ROK Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Rockwell Automation (ROK) stake by 13% in Q2 2026, selling an estimated $397K and leaving 5,870 shares worth $2.91M. The position accounts for 0.35% of the portfolio, ranked #68.

Hudson Valley Investment Advisors first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.19M in Q3 2025. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Hudson Valley Investment Advisors held 5,870 shares of Rockwell Automation worth $2.91M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 913 Rockwell Automation shares in Q2 2026, an estimated $397K.
  • Rockwell Automation made up 0.35% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Hudson Valley Investment Advisors first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • Hudson Valley Investment Advisors's Rockwell Automation position peaked at $3.19M in Q3 2025.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.