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Investors Research Corp’s Rockwell Automation ROK Stock Holding History

Investors Research Corp’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 		$5.45K Hold
11
– – ﹤0.01% 600
2026
Q1 		$3.95K Buy
+11
New +$4.34K ﹤0.01% 638
2025
Q2 		– Sell
-63
Closed -$16.3K – 967
2025
Q1 		$16.3K Buy
63
+44
+232% +$12.2K ﹤0.01% 622
2024
Q4 		$5.43K Hold
19
– – ﹤0.01% 744
2024
Q3 		$5.1K Hold
19
– – ﹤0.01% 775
2024
Q2 		$5.23K Hold
19
– – ﹤0.01% 815
2024
Q1 		$5.54K Hold
19
– – ﹤0.01% 792
2023
Q4 		$5.9K Hold
19
– – ﹤0.01% 804
2023
Q3 		$5.43K Buy
19
+4
+27% +$1.24K ﹤0.01% 820
2023
Q2 		$4.94K Hold
15
– – ﹤0.01% 857
2023
Q1 		$4.4K Hold
15
– – ﹤0.01% 889
2022
Q4 		$3.86K Hold
15
– – ﹤0.01% 910
2022
Q3 		$3K Hold
15
– – ﹤0.01% 939
2022
Q2 		$3K Hold
15
– – ﹤0.01% 947
2022
Q1 		$4K Buy
+15
New +$4.31K ﹤0.01% 872

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

Investors Research Corp's ROK Position: Q2 2026 in Review

Investors Research Corp held its Rockwell Automation (ROK) position steady in Q2 2026 at 11 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Investors Research Corp first reported a position in ROK in Q1 2022 and has held it in 15 quarters since. The position peaked at $16.3K in Q1 2025. 1,526 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Investors Research Corp held 11 shares of Rockwell Automation worth $5.45K as of Q2 2026.
  • Investors Research Corp left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #600 holding.
  • Investors Research Corp first reported a position in Rockwell Automation in Q1 2022 and has held it in 15 quarters since.
  • Investors Research Corp's Rockwell Automation position peaked at $16.3K in Q1 2025.
  • 1,526 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.