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IQ EQ Fund Management’s Rockwell Automation ROK Stock Holding History

IQ EQ Fund Management’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 		– Sell
-13,300
Closed -$4.77M – 308
2026
Q1 		$4.77M Sell
13,300
-1,700
-11% -$671K 0.36% 82
2025
Q4 		$5.84M Hold
15,000
– – 0.4% 73
2025
Q3 		$5.24M Hold
15,000
– – 0.36% 85
2025
Q2 		$4.98M Hold
15,000
– – 0.44% 74
2025
Q1 		$3.88M Hold
15,000
– – 0.46% 67
2024
Q4 		$4.29M Buy
15,000
+900
+6% +$253K 0.51% 68
2024
Q3 		$3.79M Hold
14,100
– – 0.39% 76
2024
Q2 		$3.88M Hold
14,100
– – 0.44% 71
2024
Q1 		$4.11M Buy
14,100
+2,200
+18% +$634K 0.47% 73
2023
Q4 		$3.69M Buy
+11,900
New +$3.34M 0.44% 79

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

IQ EQ Fund Management's ROK Position: Q2 2026 in Review

IQ EQ Fund Management sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 13,300 shares — an estimated $4.77M sold.

IQ EQ Fund Management first reported a position in ROK in Q4 2023 and held it in 10 quarters. The position peaked at $5.84M in Q4 2025. 1,537 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • IQ EQ Fund Management reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • IQ EQ Fund Management sold 13,300 Rockwell Automation shares in Q2 2026, an estimated $4.77M.
  • IQ EQ Fund Management first reported a position in Rockwell Automation in Q4 2023 and held it in 10 quarters.
  • IQ EQ Fund Management's Rockwell Automation position peaked at $5.84M in Q4 2025.
  • 1,537 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on IQ EQ Fund Management's 13F filing for Q2 2026, filed 31 Jul 2026.