IFP Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $892K | Sell |
1,801
-269
| -13% | -$117K | 0.02% | 786 |
|
|
2026
Q1 | $743K | Buy |
2,070
+176
| +9% | +$69.5K | 0.02% | 812 |
|
|
2025
Q4 | $737K | Buy |
1,894
+152
| +9% | +$57.1K | 0.02% | 779 |
|
|
2025
Q3 | $609K | Buy |
1,742
+315
| +22% | +$109K | 0.02% | 785 |
|
|
2025
Q2 | $476K | Buy |
1,427
+37
| +3% | +$10.5K | 0.01% | 853 |
|
|
2025
Q1 | $364K | Sell |
1,390
-37
| -3% | -$10.3K | 0.01% | 896 |
|
|
2024
Q4 | $413K | Sell |
1,427
-108
| -7% | -$30.4K | 0.01% | 811 |
|
|
2024
Q3 | $412K | Buy |
1,535
+192
| +14% | +$51K | 0.01% | 768 |
|
|
2024
Q2 | $370K | Buy |
1,343
+82
| +7% | +$22.1K | 0.01% | 759 |
|
|
2024
Q1 | $367K | Sell |
1,261
-128
| -9% | -$36.9K | 0.02% | 721 |
|
|
2023
Q4 | $431K | Buy |
1,389
+134
| +11% | +$37.6K | 0.02% | 628 |
|
|
2023
Q3 | $359K | Buy |
1,255
+190
| +18% | +$58.8K | 0.02% | 712 |
|
|
2023
Q2 | $351K | Sell |
1,065
-149
| -12% | -$43K | 0.01% | 781 |
|
|
2023
Q1 | $134K | Sell |
1,214
-2,249
| -65% | -$640K | 0.01% | 1113 |
|
|
2022
Q4 | $392K | Sell |
3,463
-5,945
| -63% | -$1.49M | 0.01% | 1007 |
|
|
2022
Q3 | $1.08M | Buy |
9,408
+124
| +1% | +$28.9K | 0.03% | 615 |
|
|
2022
Q2 | $1.05M | Hold |
9,284
| – | – | 0.03% | 567 |
|
|
2022
Q1 | $1.05M | Buy |
9,284
+2,512
| +37% | +$722K | 0.03% | 567 |
|
|
2021
Q4 | $2.35M | Buy |
6,772
+54
| +0.8% | +$17.9K | 0.05% | 221 |
|
|
2021
Q3 | $1.97M | Buy |
6,718
+90
| +1% | +$27.6K | 0.04% | 267 |
|
|
2021
Q2 | $1.9M | Buy |
6,628
+202
| +3% | +$54.5K | 0.04% | 251 |
|
|
2021
Q1 | $1.7M | Buy |
6,426
+739
| +13% | +$188K | 0.03% | 259 |
|
|
2020
Q4 | $1.46M | Buy |
5,687
+281
| +5% | +$68.7K | 0.06% | 262 |
|
|
2020
Q3 | $1.2M | Buy |
5,406
+216
| +4% | +$48.3K | 0.07% | 258 |
|
|
2020
Q2 | $1.08M | Sell |
5,190
-1,293
| -20% | -$250K | 0.09% | 242 |
|
|
2020
Q1 | $1.03M | Buy |
6,483
+1,492
| +30% | +$277K | 0.1% | 205 |
|
|
2019
Q4 | $1.01M | Buy |
4,991
+2,893
| +138% | +$536K | 0.08% | 277 |
|
|
2019
Q3 | $349K | Buy |
+2,098
| New | +$331K | 0.02% | 581 |
|
|
2019
Q1 | $16K | Sell |
96
-206
| -68% | -$35K | ﹤0.01% | 1430 |
|
|
2018
Q4 | $45K | Sell |
302
-516
| -63% | -$86.1K | ﹤0.01% | 1672 |
|
|
2018
Q3 | $153K | Buy |
818
+42
| +5% | +$7.52K | 0.01% | 1232 |
|
|
2018
Q2 | $129K | Sell |
776
-11
| -1% | -$1.91K | 0.01% | 1337 |
|
|
2018
Q1 | $155K | Hold |
787
| – | – | 0.01% | 1113 |
|
|
2017
Q4 | $155K | Sell |
787
-4,020
| -84% | -$766K | 0.01% | 1120 |
|
|
2017
Q3 | $857K | Sell |
4,807
-2,055
| -30% | -$342K | 0.03% | 491 |
|
|
2017
Q2 | $1.11M | Buy |
6,862
+494
| +8% | +$77.9K | 0.05% | 405 |
|
|
2017
Q1 | $992K | Buy |
6,368
+97
| +2% | +$14.5K | 0.04% | 430 |
|
|
2016
Q4 | $843K | Buy |
6,271
+1,391
| +29% | +$178K | 0.04% | 437 |
|
|
2016
Q3 | $597K | Buy |
4,880
+30
| +0.6% | +$3.51K | 0.03% | 497 |
|
|
2016
Q2 | $557K | Buy |
4,850
+4,754
| +4,952% | +$545K | 0.03% | 512 |
|
|
2016
Q1 | $16K | Sell |
96
-4,710
| -98% | -$478K | ﹤0.01% | 1430 |
|
|
2015
Q4 | $493K | Buy |
+4,806
| New | +$504K | 0.03% | 505 |
|
Other funds holding ROK
IFP Advisors's ROK Position: Q2 2026 in Review
IFP Advisors reduced its Rockwell Automation (ROK) stake by 13% in Q2 2026, selling an estimated $117K and leaving 1,801 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #786.
IFP Advisors first reported a position in ROK in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.35M in Q4 2021. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.
- IFP Advisors held 1,801 shares of Rockwell Automation worth $892K as of Q2 2026.
- IFP Advisors sold 269 Rockwell Automation shares in Q2 2026, an estimated $117K.
- Rockwell Automation made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #786 holding.
- IFP Advisors first reported a position in Rockwell Automation in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Rockwell Automation position peaked at $2.35M in Q4 2021.
- 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.