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New York Life Investment Management’s Rockwell Automation ROK Stock Holding History

New York Life Investment Management’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 		$8.22M Sell
16,608
-168
-1% -$73.1K 0.06% 259
2026
Q1 		$6.02M Buy
16,776
+444
+3% +$175K 0.05% 293
2025
Q4 		$6.35M Sell
16,332
-104
-0.6% -$39.1K 0.05% 280
2025
Q3 		$5.74M Sell
16,436
-479
-3% -$165K 0.05% 309
2025
Q2 		$5.62M Buy
16,915
+157
+0.9% +$44.7K 0.05% 308
2025
Q1 		$4.33M Sell
16,758
-85
-0.5% -$23.7K 0.04% 352
2024
Q4 		$4.81M Sell
16,843
-34
-0.2% -$9.56K 0.05% 330
2024
Q3 		$4.53M Sell
16,877
-1,096
-6% -$291K 0.04% 372
2024
Q2 		$4.95M Buy
17,973
+141
+0.8% +$38K 0.05% 347
2024
Q1 		$5.19M Sell
17,832
-658
-4% -$190K 0.05% 323
2023
Q4 		$5.74M Buy
18,490
+487
+3% +$136K 0.06% 288
2023
Q3 		$5.15M Buy
18,003
+1,537
+9% +$475K 0.06% 302
2023
Q2 		$5.42M Sell
16,466
-2,258
-12% -$652K 0.06% 300
2023
Q1 		$5.49M Sell
18,724
-33
-0.2% -$9.38K 0.06% 306
2022
Q4 		$4.83M Sell
18,757
-124
-0.7% -$31.1K 0.06% 334
2022
Q3 		$4.06M Sell
18,881
-160
-0.8% -$37.3K 0.05% 353
2022
Q2 		$3.8M Buy
+19,041
New +$4.3M 0.04% 361

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

New York Life Investment Management's ROK Position: Q2 2026 in Review

New York Life Investment Management reduced its Rockwell Automation (ROK) stake by 1% in Q2 2026, selling an estimated $73.1K and leaving 16,608 shares worth $8.22M. The position accounts for 0.06% of the portfolio, ranked #259.

New York Life Investment Management first reported a position in ROK in Q2 2022 and has held it in 17 quarters since. 1,219 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • New York Life Investment Management held 16,608 shares of Rockwell Automation worth $8.22M as of Q2 2026.
  • New York Life Investment Management sold 168 Rockwell Automation shares in Q2 2026, an estimated $73.1K.
  • Rockwell Automation made up 0.06% of New York Life Investment Management's portfolio in Q2 2026, its #259 holding.
  • New York Life Investment Management first reported a position in Rockwell Automation in Q2 2022 and has held it in 17 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.