McAdam LLC’s Rockwell Automation ROK Stock Holding History

McAdam LLC’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	$460K	Buy	930 +65	+8%	+$28.3K	0.02%	290
2026 Q1	$310K	Buy	+865	New	+$341K	0.01%	337

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

McAdam LLC's ROK Position: Q2 2026 in Review

McAdam LLC increased its Rockwell Automation (ROK) stake by 7.5% in Q2 2026, buying an estimated $28.3K and bringing the position to 930 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #290.

McAdam LLC first reported a position in ROK in Q1 2026 and has held it in 2 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

McAdam LLC held 930 shares of Rockwell Automation worth $460K as of Q2 2026.
McAdam LLC bought 65 Rockwell Automation shares in Q2 2026, an estimated $28.3K.
Rockwell Automation made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #290 holding.
McAdam LLC first reported a position in Rockwell Automation in Q1 2026 and has held it in 2 quarters since.
1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.