Lido Advisors
ROK icon

Lido Advisors’s Rockwell Automation ROK Stock Holding History

Lido 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 		$3.96M Buy
8,004
+12
+0.2% +$5.22K 0.01% 564
2026
Q1 		$2.87M Sell
7,992
-1,185
-13% -$468K 0.01% 600
2025
Q4 		$3.28M Buy
9,177
+97
+1% +$36.5K 0.01% 572
2025
Q3 		$3.17M Sell
9,080
-2,388
-21% -$825K 0.01% 560
2025
Q2 		$3.81M Sell
11,468
-563
-5% -$160K 0.01% 431
2025
Q1 		$3.11M Buy
12,031
+7,166
+147% +$1.99M 0.01% 439
2024
Q4 		$1.39M Buy
4,865
+1,853
+62% +$521K 0.01% 634
2024
Q3 		$809K Buy
3,012
+96
+3% +$25.5K ﹤0.01% 797
2024
Q2 		$803K Buy
2,916
+2,031
+229% +$548K ﹤0.01% 754
2024
Q1 		$258K Buy
885
+26
+3% +$7.49K ﹤0.01% 1160
2023
Q4 		$267K Sell
859
-198
-19% -$55.5K ﹤0.01% 1088
2023
Q3 		$302K Buy
1,057
+41
+4% +$12.7K ﹤0.01% 911
2023
Q2 		$335K Sell
1,016
-33
-3% -$9.53K ﹤0.01% 876
2023
Q1 		$308K Buy
1,049
+32
+3% +$9.1K ﹤0.01% 863
2022
Q4 		$262K Buy
+1,017
New +$255K ﹤0.01% 830
2022
Q3 		– Sell
-1,130
Closed -$225K – 1021
2022
Q2 		$225K Sell
1,130
-67
-6% -$15.1K ﹤0.01% 835
2022
Q1 		$335K Sell
1,197
-2,365
-66% -$679K ﹤0.01% 769
2021
Q4 		$1.24M Buy
3,562
+320
+10% +$106K 0.01% 372
2021
Q3 		$953K Sell
3,242
-218
-6% -$66.9K 0.01% 419
2021
Q2 		$990K Buy
3,460
+2,119
+158% +$572K 0.01% 386
2021
Q1 		$356K Buy
1,341
+72
+6% +$18.4K 0.01% 608
2020
Q4 		$318K Buy
+1,269
New +$310K 0.01% 606

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

Lido Advisors's ROK Position: Q2 2026 in Review

Lido Advisors increased its Rockwell Automation (ROK) stake by 0.15% in Q2 2026, buying an estimated $5.22K and bringing the position to 8,004 shares worth $3.96M. The position accounts for 0.01% of the portfolio, ranked #564.

Lido Advisors first reported a position in ROK in Q4 2020 and has held it in 22 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Lido Advisors held 8,004 shares of Rockwell Automation worth $3.96M as of Q2 2026.
  • Lido Advisors bought 12 Rockwell Automation shares in Q2 2026, an estimated $5.22K.
  • Rockwell Automation made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #564 holding.
  • Lido Advisors first reported a position in Rockwell Automation in Q4 2020 and has held it in 22 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.