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NIA Impact Advisors’s Rockwell Automation ROK Stock Holding History

NIA Impact Advisors’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 		– Sell
-2,390
Closed -$858K – 86
2026
Q1 		$858K Sell
2,390
-5,688
-70% -$2.24M 0.38% 58
2025
Q4 		$3.14M Sell
8,078
-97
-1% -$36.5K 1.05% 40
2025
Q3 		$2.86M Sell
8,175
-5
-0.1% -$1.73K 0.93% 46
2025
Q2 		$2.72M Sell
8,180
-250
-3% -$71.2K 0.94% 43
2025
Q1 		$2.18M Sell
8,430
-160
-2% -$44.5K 0.81% 46
2024
Q4 		$2.45M Buy
8,590
+60
+0.7% +$16.9K 0.8% 45
2024
Q3 		$2.29M Sell
8,530
-118
-1% -$31.3K 0.76% 43
2024
Q2 		$2.38M Buy
8,648
+300
+4% +$81K 0.86% 39
2024
Q1 		$2.43M Buy
+8,348
New +$2.4M 0.97% 37

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

NIA Impact Advisors's ROK Position: Q2 2026 in Review

NIA Impact Advisors sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 2,390 shares — an estimated $858K sold.

NIA Impact Advisors first reported a position in ROK in Q1 2024 and held it in 9 quarters. The position peaked at $3.14M in Q4 2025. 1,526 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • NIA Impact Advisors reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • NIA Impact Advisors sold 2,390 Rockwell Automation shares in Q2 2026, an estimated $858K.
  • NIA Impact Advisors first reported a position in Rockwell Automation in Q1 2024 and held it in 9 quarters.
  • NIA Impact Advisors's Rockwell Automation position peaked at $3.14M in Q4 2025.
  • 1,526 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.