KA
ROK icon

Kooman & Associates’s Rockwell Automation ROK Stock Holding History

Kooman & Associates’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 		$505K Buy
1,020
+4
+0.4% +$1.74K 0.14% 34
2026
Q1 		$365K Hold
1,016
– – 0.11% 34
2025
Q4 		$395K Buy
1,016
+2
+0.2% +$752 0.12% 34
2025
Q3 		$354K Hold
1,014
– – 0.11% 39
2025
Q2 		$337K Sell
1,014
-1
-0.1% -$285 0.11% 37
2025
Q1 		$262K Buy
1,015
+9
+0.9% +$2.5K 0.1% 40
2024
Q4 		$288K Buy
1,006
+1
+0.1% +$281 0.1% 39
2024
Q3 		$270K Hold
1,005
– – 0.1% 37
2024
Q2 		$277K Buy
+1,005
New +$271K 0.11% 36

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

Kooman & Associates's ROK Position: Q2 2026 in Review

Kooman & Associates increased its Rockwell Automation (ROK) stake by 0.39% in Q2 2026, buying an estimated $1.74K and bringing the position to 1,020 shares worth $505K. The position accounts for 0.14% of the portfolio, ranked #34.

Kooman & Associates first reported a position in ROK in Q2 2024 and has held it in 9 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Kooman & Associates held 1,020 shares of Rockwell Automation worth $505K as of Q2 2026.
  • Kooman & Associates bought 4 Rockwell Automation shares in Q2 2026, an estimated $1.74K.
  • Rockwell Automation made up 0.14% of Kooman & Associates's portfolio in Q2 2026, its #34 holding.
  • Kooman & Associates first reported a position in Rockwell Automation in Q2 2024 and has held it in 9 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.