J. Goldman & Co’s Rockwell Automation ROK Stock Holding History

J. Goldman & Co’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
2020 Q1	–	Sell	-55,600	Closed	-$11.3M	–	329
2019 Q4	$11.3M	Buy	+55,600	New	+$10.3M	0.81%	30
2015 Q1	–	Sell	-56,900	Closed	-$6.33M	–	306
2014 Q4	$6.33M	Buy	+56,900	New	+$6.24M	0.75%	39

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

J. Goldman & Co's ROK Position: Q2 2026 in Review

J. Goldman & Co sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 30,192 shares — an estimated $10.8M sold.

J. Goldman & Co first reported a position in ROK in Q1 2026 and held it in 1 quarter. The position peaked at $10.8M in Q1 2026. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

J. Goldman & Co reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
J. Goldman & Co sold 30,192 Rockwell Automation shares in Q2 2026, an estimated $10.8M.
J. Goldman & Co first reported a position in Rockwell Automation in Q1 2026 and held it in 1 quarter.
J. Goldman & Co's Rockwell Automation position peaked at $10.8M in Q1 2026.
1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.