OmniStar Financial Group’s Rockwell Automation ROK Stock Holding History

OmniStar Financial Group’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	$1.76M	Buy	3,554 +243	+7%	+$106K	0.81%	37
2026 Q1	$1.19M	Buy	+3,311	New	+$1.31M	0.62%	48
2021 Q2	–	Sell	-1,592	Closed	-$429K	–	164
2021 Q1	$423K	Sell	1,592 -407	-20%	-$104K	0.54%	67
2020 Q4	$501K	Sell	1,999 -94	-4%	-$23K	0.35%	79
2020 Q3	$462K	Sell	2,093 -434	-17%	-$97K	0.35%	82
2020 Q2	$538K	Buy	2,527 +2,336	+1,223%	+$452K	0.44%	76
2020 Q1	$29K	Buy	+191	New	+$35.4K	0.03%	159

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 $3.37T AUM 44.26% 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

OmniStar Financial Group's ROK Position: Q2 2026 in Review

OmniStar Financial Group increased its Rockwell Automation (ROK) stake by 7.3% in Q2 2026, buying an estimated $106K and bringing the position to 3,554 shares worth $1.76M. The position accounts for 0.81% of the portfolio, ranked #37.

OmniStar Financial Group first reported a position in ROK in Q1 2020 and has held it in 7 quarters since. 1,539 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

OmniStar Financial Group held 3,554 shares of Rockwell Automation worth $1.76M as of Q2 2026.
OmniStar Financial Group bought 243 Rockwell Automation shares in Q2 2026, an estimated $106K.
Rockwell Automation made up 0.81% of OmniStar Financial Group's portfolio in Q2 2026, its #37 holding.
OmniStar Financial Group first reported a position in Rockwell Automation in Q1 2020 and has held it in 7 quarters since.
1,539 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on OmniStar Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.