Jackson Grant Investment Advisers’s Rockwell Automation ROK Stock Holding History

Jackson Grant Investment Advisers’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	$5.94K	Hold	12	–	–	﹤0.01%	347
2026 Q1	$4.31K	Hold	12	–	–	﹤0.01%	355
2025 Q4	$4.67K	Hold	12	–	–	﹤0.01%	353
2025 Q3	$4.19K	Hold	12	–	–	﹤0.01%	363
2025 Q2	$3.99K	Hold	12	–	–	﹤0.01%	339
2025 Q1	$3.1K	Hold	12	–	–	﹤0.01%	343
2024 Q4	$3.43K	Hold	12	–	–	﹤0.01%	345
2024 Q3	$3.22K	Hold	12	–	–	﹤0.01%	348
2024 Q2	$3.3K	Hold	12	–	–	﹤0.01%	342
2024 Q1	$3.5K	Hold	12	–	–	﹤0.01%	324
2023 Q4	$3.73K	Hold	12	–	–	﹤0.01%	313
2023 Q3	$3.43K	Hold	12	–	–	﹤0.01%	313
2023 Q2	$3.95K	Hold	12	–	–	﹤0.01%	314
2023 Q1	$3.52K	Buy	+12	New	+$3.41K	﹤0.01%	349

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

Jackson Grant Investment Advisers's ROK Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Rockwell Automation (ROK) position steady in Q2 2026 at 12 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Jackson Grant Investment Advisers first reported a position in ROK in Q1 2023 and has held it in 14 quarters since. 1,540 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Jackson Grant Investment Advisers held 12 shares of Rockwell Automation worth $5.94K as of Q2 2026.
Jackson Grant Investment Advisers left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #347 holding.
Jackson Grant Investment Advisers first reported a position in Rockwell Automation in Q1 2023 and has held it in 14 quarters since.
1,540 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.