Kovack Advisors’s Rockwell Automation ROK Stock Holding History

Kovack 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	$609K	Buy	1,231 +1	+0.1%	+$435	0.03%	562
2026 Q1	$442K	Hold	1,230	–	–	0.02%	628
2025 Q4	$479K	Buy	+1,230	New	+$462K	0.02%	607
2019 Q1	–	Sell	-2,875	Closed	-$433K	–	483
2018 Q4	$433K	Sell	2,875 -53	-2%	-$8.84K	0.13%	188
2018 Q3	$549K	Sell	2,928 -281	-9%	-$50.3K	0.14%	180
2018 Q2	$534K	Sell	3,209 -108	-3%	-$18.8K	0.15%	165
2018 Q1	$578K	Sell	3,317 -335	-9%	-$63.6K	0.15%	166
2017 Q4	$717K	Sell	3,652 -110	-3%	-$21K	0.18%	136
2017 Q3	$670K	Sell	3,762 -14	-0.4%	-$2.33K	0.22%	112
2017 Q2	$612K	Buy	3,776 +580	+18%	+$91.5K	0.19%	132
2017 Q1	$498K	Buy	+3,196	New	+$478K	0.19%	126

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

Kovack Advisors's ROK Position: Q2 2026 in Review

Kovack Advisors increased its Rockwell Automation (ROK) stake by 0.08% in Q2 2026, buying an estimated $435 and bringing the position to 1,231 shares worth $609K. The position accounts for 0.03% of the portfolio, ranked #562.

Kovack Advisors first reported a position in ROK in Q1 2017 and has held it in 11 quarters since. The position peaked at $717K in Q4 2017. 1,539 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Kovack Advisors held 1,231 shares of Rockwell Automation worth $609K as of Q2 2026.
Kovack Advisors bought 1 Rockwell Automation share in Q2 2026, an estimated $435.
Rockwell Automation made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #562 holding.
Kovack Advisors first reported a position in Rockwell Automation in Q1 2017 and has held it in 11 quarters since.
Kovack Advisors's Rockwell Automation position peaked at $717K in Q4 2017.
1,539 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.