MAM
ROK icon

Milestone Asset Management’s Rockwell Automation ROK Stock Holding History

Milestone Asset Management’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 		$337K Buy
681
+2
+0.3% +$870 0.05% 215
2026
Q1 		$244K Buy
679
+3
+0.4% +$1.18K 0.04% 214
2025
Q4 		$263K Buy
676
+2
+0.3% +$752 0.05% 188
2025
Q3 		$236K Buy
674
+3
+0.4% +$1.04K 0.04% 204
2025
Q2 		$223K Buy
+671
New +$191K 0.05% 189

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

Milestone Asset Management's ROK Position: Q2 2026 in Review

Milestone Asset Management increased its Rockwell Automation (ROK) stake by 0.29% in Q2 2026, buying an estimated $870 and bringing the position to 681 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #215.

Milestone Asset Management first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. 1,529 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Milestone Asset Management held 681 shares of Rockwell Automation worth $337K as of Q2 2026.
  • Milestone Asset Management bought 2 Rockwell Automation shares in Q2 2026, an estimated $870.
  • Rockwell Automation made up 0.05% of Milestone Asset Management's portfolio in Q2 2026, its #215 holding.
  • Milestone Asset Management first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.