M. Kulyk & Associates
ROK icon

M. Kulyk & Associates’s Rockwell Automation ROK Stock Holding History

M. Kulyk & Associates’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
Q3 		$334K Buy
768
+5
+0.7% +$2.22K 0.06% 82
2026
Q2 		$378K Sell
763
-7
-0.9% -$3.04K 0.06% 85
2026
Q1 		$276K Hold
770
– – 0.05% 98
2025
Q4 		$300K Hold
770
– – 0.06% 88
2025
Q3 		$269K Sell
770
-7
-0.9% -$2.42K 0.05% 86
2025
Q2 		$258K Sell
777
-32
-4% -$9.12K 0.06% 92
2025
Q1 		$209K Sell
809
-72
-8% -$20K 0.05% 97
2024
Q4 		$252K Buy
881
+4
+0.5% +$1.12K 0.05% 90
2024
Q3 		$235K Hold
877
– – 0.05% 102
2024
Q2 		$241K Buy
877
+17
+2% +$4.59K 0.06% 100
2024
Q1 		$251K Buy
860
+60
+8% +$17.3K 0.06% 98
2023
Q4 		$248K Buy
+800
New +$224K 0.06% 94

Other funds holding ROK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

M. Kulyk & Associates's ROK Position: Q3 2026 in Review

M. Kulyk & Associates increased its Rockwell Automation (ROK) stake by 0.66% in Q3 2026, buying an estimated $2.22K and bringing the position to 768 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #82.

M. Kulyk & Associates first reported a position in ROK in Q4 2023 and has held it in 12 quarters since. The position peaked at $378K in Q2 2026. 1,304 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • M. Kulyk & Associates held 768 shares of Rockwell Automation worth $334K as of Q3 2026.
  • M. Kulyk & Associates bought 5 Rockwell Automation shares in Q3 2026, an estimated $2.22K.
  • Rockwell Automation made up 0.06% of M. Kulyk & Associates's portfolio in Q3 2026, its #82 holding.
  • M. Kulyk & Associates first reported a position in Rockwell Automation in Q4 2023 and has held it in 12 quarters since.
  • M. Kulyk & Associates's Rockwell Automation position peaked at $378K in Q2 2026.
  • 1,304 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on M. Kulyk & Associates's 13F filing for Q3 2026, filed 10 Nov 2026.