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Ingalls & Snyder LLC’s Rockwell Automation ROK Stock Holding History

Ingalls & Snyder LLC’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 		$267K Buy
+540
New +$235K 0.01% 395
2026
Q1 		– Sell
-554
Closed -$216K – 486
2025
Q4 		$216K Buy
+554
New +$208K 0.01% 432
2024
Q1 		– Sell
-680
Closed -$211K – 462
2023
Q4 		$211K Buy
+680
New +$191K 0.01% 396

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

Ingalls & Snyder LLC's ROK Position: Q2 2026 in Review

Ingalls & Snyder LLC opened a new position in Rockwell Automation (ROK) in Q2 2026: 540 shares worth $267K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Ingalls & Snyder LLC previously reported a position in ROK as recently as Q4 2025.

Ingalls & Snyder LLC first reported a position in ROK in Q4 2023 and has held it in 3 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Ingalls & Snyder LLC held 540 shares of Rockwell Automation worth $267K as of Q2 2026.
  • Rockwell Automation was a new Ingalls & Snyder LLC position in Q2 2026.
  • Rockwell Automation made up 0.01% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #395 holding.
  • Ingalls & Snyder LLC first reported a position in Rockwell Automation in Q4 2023 and has held it in 3 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.