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Mizuho Securities USA’s Rockwell Automation ROK Stock Holding History

Mizuho Securities USA’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 		$4.31M Buy
8,711
+1,918
+28% +$834K 0.07% 274
2026
Q1 		$2.44M Sell
6,793
-1,382
-17% -$545K 0.06% 344
2025
Q4 		$3.24M Sell
8,175
-14
-0.2% -$5.26K 0.05% 299
2025
Q3 		$2.81M Buy
8,189
+394
+5% +$136K 0.06% 332
2025
Q2 		$2.59M Sell
7,795
-1,259
-14% -$359K 0.06% 334
2025
Q1 		$2.34M Sell
9,054
-1,646
-15% -$458K 0.05% 356
2024
Q4 		$3.06M Buy
10,700
+3,342
+45% +$940K 0.06% 318
2024
Q3 		$1.98M Sell
7,358
-1,436
-16% -$381K 0.04% 357
2024
Q2 		$2.42M Buy
+8,794
New +$2.37M 0.05% 325

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

Mizuho Securities USA's ROK Position: Q2 2026 in Review

Mizuho Securities USA increased its Rockwell Automation (ROK) stake by 28% in Q2 2026, buying an estimated $834K and bringing the position to 8,711 shares worth $4.31M. The position accounts for 0.07% of the portfolio, ranked #274.

Mizuho Securities USA first reported a position in ROK in Q2 2024 and has held it in 9 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Mizuho Securities USA held 8,711 shares of Rockwell Automation worth $4.31M as of Q2 2026.
  • Mizuho Securities USA bought 1,918 Rockwell Automation shares in Q2 2026, an estimated $834K.
  • Rockwell Automation made up 0.07% of Mizuho Securities USA's portfolio in Q2 2026, its #274 holding.
  • Mizuho Securities USA first reported a position in Rockwell Automation in Q2 2024 and has held it in 9 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.