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Leading Edge Financial Planning’s Rockwell Automation ROK Stock Holding History

Leading Edge Financial Planning’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 		$201K Buy
+406
New +$177K 0.04% 75

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

Leading Edge Financial Planning's ROK Position: Q2 2026 in Review

Leading Edge Financial Planning opened a new position in Rockwell Automation (ROK) in Q2 2026: 406 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #75 among its holdings.

1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Leading Edge Financial Planning held 406 shares of Rockwell Automation worth $201K as of Q2 2026.
  • Rockwell Automation was a new Leading Edge Financial Planning position in Q2 2026.
  • Rockwell Automation made up 0.04% of Leading Edge Financial Planning's portfolio in Q2 2026, its #75 holding.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.