MONECO Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.46M | Buy |
2,949
+11
| +0.4% | +$4.79K | 0.09% | 212 |
|
|
2026
Q1 | $1.05M | Buy |
2,938
+102
| +4% | +$40.3K | 0.08% | 207 |
|
|
2025
Q4 | $1.1M | Buy |
2,836
+429
| +18% | +$161K | 0.09% | 199 |
|
|
2025
Q3 | $841K | Buy |
2,407
+11
| +0.5% | +$3.8K | 0.07% | 227 |
|
|
2025
Q2 | $796K | Sell |
2,396
-21
| -0.9% | -$5.98K | 0.07% | 217 |
|
|
2025
Q1 | $625K | Sell |
2,417
-186
| -7% | -$51.8K | 0.06% | 238 |
|
|
2024
Q4 | $744K | Buy |
2,603
+86
| +3% | +$24.2K | 0.08% | 211 |
|
|
2024
Q3 | $676K | Buy |
2,517
+102
| +4% | +$27.1K | 0.08% | 203 |
|
|
2024
Q2 | $665K | Buy |
2,415
+14
| +0.6% | +$3.78K | 0.1% | 197 |
|
|
2024
Q1 | $700K | Sell |
2,401
-31
| -1% | -$8.93K | 0.11% | 197 |
|
|
2023
Q4 | $755K | Buy |
2,432
+147
| +6% | +$41.2K | 0.14% | 166 |
|
|
2023
Q3 | $653K | Buy |
2,285
+10
| +0.4% | +$3.09K | 0.18% | 142 |
|
|
2023
Q2 | $750K | Buy |
2,275
+1
| +0% | +$289 | 0.2% | 124 |
|
|
2023
Q1 | $667K | Sell |
2,274
-5
| -0.2% | -$1.42K | 0.2% | 121 |
|
|
2022
Q4 | $587K | Buy |
2,279
+6
| +0.3% | +$1.51K | 0.21% | 118 |
|
|
2022
Q3 | $489K | Buy |
2,273
+6
| +0.3% | +$1.4K | 0.2% | 121 |
|
|
2022
Q2 | $452K | Sell |
2,267
-226
| -9% | -$51K | 0.18% | 131 |
|
|
2022
Q1 | $698K | Buy |
2,493
+1
| +0% | +$287 | 0.26% | 90 |
|
|
2021
Q4 | $710K | Sell |
2,492
-3
| -0.1% | -$993 | 0.27% | 89 |
|
|
2021
Q3 | $734K | Buy |
2,495
+5
| +0.2% | +$1.53K | 0.29% | 82 |
|
|
2021
Q2 | $712K | Buy |
2,490
+44
| +2% | +$11.9K | 0.33% | 76 |
|
|
2021
Q1 | $649K | Sell |
2,446
-2
| -0.1% | -$510 | 0.32% | 81 |
|
|
2020
Q4 | $643K | Buy |
2,448
+14
| +0.6% | +$3.42K | 0.35% | 68 |
|
|
2020
Q3 | $537K | Buy |
2,434
+85
| +4% | +$19K | 0.34% | 68 |
|
|
2020
Q2 | $500K | Buy |
2,349
+22
| +0.9% | +$4.25K | 0.39% | 64 |
|
|
2020
Q1 | $351K | Buy |
2,327
+10
| +0.4% | +$1.85K | 0.36% | 71 |
|
|
2019
Q4 | $474K | Sell |
2,317
-192
| -8% | -$35.6K | 0.34% | 68 |
|
|
2019
Q3 | $414K | Buy |
2,509
+9
| +0.4% | +$1.42K | 0.32% | 72 |
|
|
2019
Q2 | $410K | Buy |
2,500
+9
| +0.4% | +$1.52K | 0.33% | 71 |
|
|
2019
Q1 | $437K | Buy |
2,491
+177
| +8% | +$30.1K | 0.35% | 67 |
|
|
2018
Q4 | $348K | Buy |
+2,314
| New | +$386K | 0.4% | 55 |
|
Other funds holding ROK
MONECO Advisors's ROK Position: Q2 2026 in Review
MONECO Advisors increased its Rockwell Automation (ROK) stake by 0.37% in Q2 2026, buying an estimated $4.79K and bringing the position to 2,949 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #212.
MONECO Advisors first reported a position in ROK in Q4 2018 and has held it in 31 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.
- MONECO Advisors held 2,949 shares of Rockwell Automation worth $1.46M as of Q2 2026.
- MONECO Advisors bought 11 Rockwell Automation shares in Q2 2026, an estimated $4.79K.
- Rockwell Automation made up 0.09% of MONECO Advisors's portfolio in Q2 2026, its #212 holding.
- MONECO Advisors first reported a position in Rockwell Automation in Q4 2018 and has held it in 31 quarters since.
- 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.
Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.