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Millstone Evans Group’s Rockwell Automation ROK Stock Holding History

Millstone Evans Group’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 		$29.2K Buy
59
+15
+34% +$6.53K 0.02% 455
2026
Q1 		$15.8K Buy
44
+16
+57% +$6.31K 0.01% 510
2025
Q4 		$10.9K Hold
28
– – 0.01% 541
2025
Q3 		$9.79K Hold
28
– – 0.01% 539
2025
Q2 		$9.3K Hold
28
– – 0.01% 530
2025
Q1 		$7.24K Hold
28
– – ﹤0.01% 560
2024
Q4 		$8K Buy
+28
New +$7.88K 0.01% 519

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Millstone Evans Group's ROK Position: Q2 2026 in Review

Millstone Evans Group increased its Rockwell Automation (ROK) stake by 34% in Q2 2026, buying an estimated $6.53K and bringing the position to 59 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #455.

Millstone Evans Group first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 1,282 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Millstone Evans Group held 59 shares of Rockwell Automation worth $29.2K as of Q2 2026.
  • Millstone Evans Group bought 15 Rockwell Automation shares in Q2 2026, an estimated $6.53K.
  • Rockwell Automation made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #455 holding.
  • Millstone Evans Group first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.