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MUFG Securities Americas’s Rockwell Automation ROK Stock Holding History

MUFG Securities Americas’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 		$1.66M Buy
3,352
+243
+8% +$106K 0.09% 215
2026
Q1 		$1.12M Buy
3,109
+84
+3% +$33.1K 0.07% 244
2025
Q4 		$1.18M Sell
3,025
-7
-0.2% -$2.63K 0.07% 234
2025
Q3 		$1.06M Buy
3,032
+534
+21% +$184K 0.07% 249
2025
Q2 		$830K Buy
2,498
+496
+25% +$141K 0.07% 245
2025
Q1 		$517K Buy
2,002
+335
+20% +$93.2K 0.06% 283
2024
Q4 		$476K Buy
+1,667
New +$469K 0.06% 271

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

MUFG Securities Americas's ROK Position: Q2 2026 in Review

MUFG Securities Americas increased its Rockwell Automation (ROK) stake by 7.8% in Q2 2026, buying an estimated $106K and bringing the position to 3,352 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #215.

MUFG Securities Americas first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • MUFG Securities Americas held 3,352 shares of Rockwell Automation worth $1.66M as of Q2 2026.
  • MUFG Securities Americas bought 243 Rockwell Automation shares in Q2 2026, an estimated $106K.
  • Rockwell Automation made up 0.09% of MUFG Securities Americas's portfolio in Q2 2026, its #215 holding.
  • MUFG Securities Americas first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.