MKA
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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
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% +$1.13K 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 $6.73T 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

M. Kulyk & Associates's ROK Position: Q2 2026 in Review

M. Kulyk & Associates reduced its Rockwell Automation (ROK) stake by 0.91% in Q2 2026, selling an estimated $3.04K and leaving 763 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #85.

M. Kulyk & Associates first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • M. Kulyk & Associates held 763 shares of Rockwell Automation worth $378K as of Q2 2026.
  • M. Kulyk & Associates sold 7 Rockwell Automation shares in Q2 2026, an estimated $3.04K.
  • Rockwell Automation made up 0.06% of M. Kulyk & Associates's portfolio in Q2 2026, its #85 holding.
  • M. Kulyk & Associates first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.