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
Q1 		– Sell
-2,900
Closed -$1.13M – 2102
2025
Q4 		$1.13M Hold
2,900
– – ﹤0.01% 959
2025
Q3 		$1.01M Hold
2,900
– – ﹤0.01% 949
2025
Q2 		$963K Buy
+2,900
New +$826K ﹤0.01% 859

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.