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Independent Advisor Alliance’s Rockwell Automation ROK Stock Holding History

Independent Advisor Alliance’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 		$398K Buy
803
+148
+23% +$64.4K 0.01% 745
2026
Q1 		$235K Sell
655
-2
-0.3% -$789 ﹤0.01% 1431
2025
Q4 		$256K Sell
657
-9
-1% -$3.38K 0.01% 847
2025
Q3 		$233K Buy
666
+25
+4% +$8.63K 0.01% 842
2025
Q2 		$213K Buy
+641
New +$183K 0.01% 826

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

Independent Advisor Alliance's ROK Position: Q2 2026 in Review

Independent Advisor Alliance increased its Rockwell Automation (ROK) stake by 23% in Q2 2026, buying an estimated $64.4K and bringing the position to 803 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #745.

Independent Advisor Alliance first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Independent Advisor Alliance held 803 shares of Rockwell Automation worth $398K as of Q2 2026.
  • Independent Advisor Alliance bought 148 Rockwell Automation shares in Q2 2026, an estimated $64.4K.
  • Rockwell Automation made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #745 holding.
  • Independent Advisor Alliance first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.