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IPG Investment Advisors’s Rockwell Automation ROK Stock Holding History

IPG Investment Advisors’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 		$2.35M Buy
+4,750
New +$2.07M 0.34% 71
2022
Q1 		– Sell
-635
Closed -$222K – 213
2021
Q4 		$222K Buy
+635
New +$210K 0.04% 176

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

IPG Investment Advisors's ROK Position: Q2 2026 in Review

IPG Investment Advisors opened a new position in Rockwell Automation (ROK) in Q2 2026: 4,750 shares worth $2.35M. The stake represents 0.34% of the portfolio and ranks #71 among its holdings. This is a return to the name: IPG Investment Advisors previously reported a position in ROK as recently as Q4 2021.

IPG Investment Advisors first reported a position in ROK in Q4 2021 and has held it in 2 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • IPG Investment Advisors held 4,750 shares of Rockwell Automation worth $2.35M as of Q2 2026.
  • Rockwell Automation was a new IPG Investment Advisors position in Q2 2026.
  • Rockwell Automation made up 0.34% of IPG Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • IPG Investment Advisors first reported a position in Rockwell Automation in Q4 2021 and has held it in 2 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.