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Integrated Advisors Network’s Rockwell Automation ROK Stock Holding History

Integrated Advisors Network’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 		$1.28M Sell
2,580
-8
-0.3% -$3.48K 0.06% 285
2026
Q1 		$929K Sell
2,588
-186
-7% -$73.4K 0.05% 329
2025
Q4 		$1.08M Sell
2,774
-152
-5% -$57.1K 0.05% 332
2025
Q3 		$1.02M Buy
2,926
+1
+0% +$345 0.04% 358
2025
Q2 		$972K Sell
2,925
-226
-7% -$64.4K 0.04% 360
2025
Q1 		$814K Buy
3,151
+59
+2% +$16.4K 0.04% 353
2024
Q4 		$884K Sell
3,092
-332
-10% -$93.4K 0.04% 328
2024
Q3 		$919K Sell
3,424
-105
-3% -$27.9K 0.04% 333
2024
Q2 		$971K Sell
3,529
-434
-11% -$117K 0.05% 310
2024
Q1 		$1.15M Sell
3,963
-47
-1% -$13.5K 0.06% 286
2023
Q4 		$1.24M Sell
4,010
-7,980
-67% -$2.24M 0.07% 260
2023
Q3 		$3.43M Buy
11,990
+552
+5% +$171K 0.21% 135
2023
Q2 		$3.77M Buy
11,438
+7,840
+218% +$2.26M 0.22% 124
2023
Q1 		$1.06M Sell
3,598
-160
-4% -$45.5K 0.06% 282
2022
Q4 		$968K Sell
3,758
-69
-2% -$17.3K 0.06% 298
2022
Q3 		$823K Sell
3,827
-792
-17% -$185K 0.06% 303
2022
Q2 		$921K Buy
4,619
+856
+23% +$193K 0.06% 293
2022
Q1 		$1.05M Buy
+3,763
New +$1.08M 0.06% 296
2020
Q3 		– Sell
-11,082
Closed -$2.36M – 483
2020
Q2 		$2.36M Buy
+11,082
New +$2.14M 0.28% 102
2020
Q1 		– Sell
-30,002
Closed -$6.08M – 435
2019
Q4 		$6.08M Buy
+30,002
New +$5.56M 0.82% 21

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Integrated Advisors Network's ROK Position: Q2 2026 in Review

Integrated Advisors Network reduced its Rockwell Automation (ROK) stake by 0.31% in Q2 2026, selling an estimated $3.48K and leaving 2,580 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #285.

Integrated Advisors Network first reported a position in ROK in Q4 2019 and has held it in 20 quarters since. The position peaked at $6.08M in Q4 2019. 1,074 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Integrated Advisors Network held 2,580 shares of Rockwell Automation worth $1.28M as of Q2 2026.
  • Integrated Advisors Network sold 8 Rockwell Automation shares in Q2 2026, an estimated $3.48K.
  • Rockwell Automation made up 0.06% of Integrated Advisors Network's portfolio in Q2 2026, its #285 holding.
  • Integrated Advisors Network first reported a position in Rockwell Automation in Q4 2019 and has held it in 20 quarters since.
  • Integrated Advisors Network's Rockwell Automation position peaked at $6.08M in Q4 2019.
  • 1,074 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.