Natural Investments’s Rockwell Automation ROK Stock Holding History

Natural Investments’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	$1.65M	Buy	3,336 +844	+34%	+$367K	0.36%	59
2026 Q1	$894K	Buy	+2,492	New	+$983K	0.22%	101

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Natural Investments's ROK Position: Q2 2026 in Review

Natural Investments increased its Rockwell Automation (ROK) stake by 34% in Q2 2026, buying an estimated $367K and bringing the position to 3,336 shares worth $1.65M. The position accounts for 0.36% of the portfolio, ranked #59.

Natural Investments first reported a position in ROK in Q1 2026 and has held it in 2 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Natural Investments held 3,336 shares of Rockwell Automation worth $1.65M as of Q2 2026.
Natural Investments bought 844 Rockwell Automation shares in Q2 2026, an estimated $367K.
Rockwell Automation made up 0.36% of Natural Investments's portfolio in Q2 2026, its #59 holding.
Natural Investments first reported a position in Rockwell Automation in Q1 2026 and has held it in 2 quarters since.
1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.