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LifeSteps Financial’s Rockwell Automation ROK Stock Holding History

LifeSteps Financial’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 		$12.4K Buy
+25
New +$10.9K 0.01% 377

Other funds holding ROK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

LifeSteps Financial's ROK Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Rockwell Automation (ROK) in Q2 2026: 25 shares worth $12.4K. The stake represents 0.01% of the portfolio and ranks #377 among its holdings.

612 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • LifeSteps Financial held 25 shares of Rockwell Automation worth $12.4K as of Q2 2026.
  • Rockwell Automation was a new LifeSteps Financial position in Q2 2026.
  • Rockwell Automation made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #377 holding.
  • 612 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.