MainStreet Investment Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $445K | Sell |
899
-132
| -13% | -$57.4K | 0.06% | 140 |
|
|
2026
Q1 | $370K | Sell |
1,031
-65
| -6% | -$25.6K | 0.06% | 138 |
|
|
2025
Q4 | $426K | Sell |
1,096
-27
| -2% | -$10.1K | 0.06% | 132 |
|
|
2025
Q3 | $393K | Hold |
1,123
| – | – | 0.05% | 132 |
|
|
2025
Q2 | $373K | Buy |
1,123
+4
| +0.4% | +$1.14K | 0.05% | 128 |
|
|
2025
Q1 | $289K | Sell |
1,119
-277
| -20% | -$77.1K | 0.04% | 141 |
|
|
2024
Q4 | $399K | Sell |
1,396
-28
| -2% | -$7.88K | 0.06% | 122 |
|
|
2024
Q3 | $382K | Sell |
1,424
-901
| -39% | -$239K | 0.05% | 127 |
|
|
2024
Q2 | $640K | Sell |
2,325
-55
| -2% | -$14.8K | 0.08% | 112 |
|
|
2024
Q1 | $693K | Sell |
2,380
-100
| -4% | -$28.8K | 0.08% | 111 |
|
|
2023
Q4 | $770K | Buy |
2,480
+131
| +6% | +$36.7K | 0.09% | 107 |
|
|
2023
Q3 | $672K | Buy |
2,349
+62
| +3% | +$19.2K | 0.08% | 114 |
|
|
2023
Q2 | $753K | Buy |
+2,287
| New | +$660K | 0.08% | 109 |
|
|
2023
Q1 | – | Sell |
-2,534
| Closed | -$653K | – | 190 |
|
|
2022
Q4 | $653K | Sell |
2,534
-307
| -11% | -$77.1K | 0.07% | 116 |
|
|
2022
Q3 | $611K | Hold |
2,841
| – | – | 0.07% | 115 |
|
|
2022
Q2 | $567K | Sell |
2,841
-346
| -11% | -$78.1K | 0.07% | 121 |
|
|
2022
Q1 | $893K | Buy |
3,187
+71
| +2% | +$20.4K | 0.08% | 105 |
|
|
2021
Q4 | $1.09M | Buy |
3,116
+105
| +3% | +$34.8K | 0.09% | 101 |
|
|
2021
Q3 | $885K | Buy |
3,011
+178
| +6% | +$54.6K | 0.09% | 99 |
|
|
2021
Q2 | $811K | Buy |
2,833
+11
| +0.4% | +$2.97K | 0.07% | 110 |
|
|
2021
Q1 | $749K | Buy |
2,822
+40
| +1% | +$10.2K | 0.06% | 116 |
|
|
2020
Q4 | $697K | Buy |
2,782
+36
| +1% | +$8.81K | 0.06% | 119 |
|
|
2020
Q3 | $606K | Buy |
2,746
+25
| +0.9% | +$5.58K | 0.05% | 127 |
|
|
2020
Q2 | $579K | Sell |
2,721
-355
| -12% | -$68.7K | 0.04% | 168 |
|
|
2020
Q1 | $464K | Buy |
3,076
+332
| +12% | +$61.5K | 0.06% | 162 |
|
|
2019
Q4 | $556K | Buy |
2,744
+438
| +19% | +$81.2K | 0.06% | 123 |
|
|
2019
Q3 | $380K | Sell |
2,306
-114
| -5% | -$18K | 0.05% | 127 |
|
|
2019
Q2 | $396K | Buy |
+2,420
| New | +$409K | 0.05% | 127 |
|
|
2019
Q1 | – | Sell |
-2,035
| Closed | -$306K | – | 150 |
|
|
2018
Q4 | $306K | Buy |
2,035
+328
| +19% | +$54.7K | 0.05% | 125 |
|
|
2018
Q3 | $320K | Sell |
1,707
-134
| -7% | -$24K | 0.04% | 138 |
|
|
2018
Q2 | $306K | Buy |
1,841
+46
| +3% | +$7.99K | 0.04% | 129 |
|
|
2018
Q1 | $313K | Buy |
1,795
+143
| +9% | +$27.1K | 0.05% | 128 |
|
|
2017
Q4 | $324K | Buy |
+1,652
| New | +$315K | 0.05% | 126 |
|
Other funds holding ROK
MainStreet Investment Advisors's ROK Position: Q2 2026 in Review
MainStreet Investment Advisors reduced its Rockwell Automation (ROK) stake by 13% in Q2 2026, selling an estimated $57.4K and leaving 899 shares worth $445K. The position accounts for 0.06% of the portfolio, ranked #140.
MainStreet Investment Advisors first reported a position in ROK in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.09M in Q4 2021. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.
- MainStreet Investment Advisors held 899 shares of Rockwell Automation worth $445K as of Q2 2026.
- MainStreet Investment Advisors sold 132 Rockwell Automation shares in Q2 2026, an estimated $57.4K.
- Rockwell Automation made up 0.06% of MainStreet Investment Advisors's portfolio in Q2 2026, its #140 holding.
- MainStreet Investment Advisors first reported a position in Rockwell Automation in Q4 2017 and has held it in 33 quarters since.
- MainStreet Investment Advisors's Rockwell Automation position peaked at $1.09M in Q4 2021.
- 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.
Based on MainStreet Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.