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Meeder Advisory Services’s Rockwell Automation ROK Stock Holding History

Meeder Advisory Services’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 		$1.09M Sell
2,200
-15
-0.7% -$6.53K 0.04% 299
2026
Q1 		$795K Sell
2,215
-222
-9% -$87.6K 0.03% 313
2025
Q4 		$948K Buy
2,437
+1,122
+85% +$422K 0.04% 282
2025
Q3 		$460K Sell
1,315
-372
-22% -$128K 0.02% 409
2025
Q2 		$560K Sell
1,687
-626
-27% -$178K 0.03% 356
2025
Q1 		$598K Sell
2,313
-137
-6% -$38.1K 0.04% 323
2024
Q4 		$700K Buy
2,450
+175
+8% +$49.2K 0.04% 287
2024
Q3 		$611K Sell
2,275
-394
-15% -$105K 0.04% 300
2024
Q2 		$735K Buy
2,669
+520
+24% +$140K 0.05% 264
2024
Q1 		$626K Buy
2,149
+21
+1% +$6.05K 0.06% 249
2023
Q4 		$661K Sell
2,128
-72
-3% -$20.2K 0.08% 225
2023
Q3 		$629K Sell
2,200
-262
-11% -$81K 0.08% 215
2023
Q2 		$811K Buy
2,462
+89
+4% +$25.7K 0.09% 198
2023
Q1 		$696K Buy
2,373
+411
+21% +$117K 0.08% 223
2022
Q4 		$505K Buy
+1,962
New +$493K 0.06% 264

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 $3.38T AUM 44.17% 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

Meeder Advisory Services's ROK Position: Q2 2026 in Review

Meeder Advisory Services reduced its Rockwell Automation (ROK) stake by 0.68% in Q2 2026, selling an estimated $6.53K and leaving 2,200 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #299.

Meeder Advisory Services first reported a position in ROK in Q4 2022 and has held it in 15 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Meeder Advisory Services held 2,200 shares of Rockwell Automation worth $1.09M as of Q2 2026.
  • Meeder Advisory Services sold 15 Rockwell Automation shares in Q2 2026, an estimated $6.53K.
  • Rockwell Automation made up 0.04% of Meeder Advisory Services's portfolio in Q2 2026, its #299 holding.
  • Meeder Advisory Services first reported a position in Rockwell Automation in Q4 2022 and has held it in 15 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.