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OneDigital Investment Advisors’s Rockwell Automation ROK Stock Holding History

OneDigital Investment 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 		$2.07M Buy
4,189
+149
+4% +$64.8K 0.02% 493
2026
Q1 		$1.45M Sell
4,040
-528
-12% -$208K 0.01% 566
2025
Q4 		$1.78M Sell
4,568
-339
-7% -$127K 0.02% 492
2025
Q3 		$1.72M Buy
4,907
+278
+6% +$96K 0.02% 486
2025
Q2 		$1.54M Buy
4,629
+453
+11% +$129K 0.02% 510
2025
Q1 		$1.08M Buy
4,176
+318
+8% +$88.5K 0.01% 581
2024
Q4 		$1.1M Buy
3,858
+128
+3% +$36K 0.01% 601
2024
Q3 		$1M Buy
3,730
+34
+0.9% +$9.03K 0.01% 654
2024
Q2 		$1.02M Buy
3,696
+1,004
+37% +$271K 0.01% 613
2024
Q1 		$784K Sell
2,692
-2,080
-44% -$599K 0.01% 581
2023
Q4 		$1.48M Buy
4,772
+1,402
+42% +$393K 0.03% 370
2023
Q3 		$964K Buy
3,370
+1,920
+132% +$594K 0.02% 435
2023
Q2 		$478K Buy
1,450
+21
+1% +$6.06K 0.01% 662
2023
Q1 		$419K Buy
1,429
+150
+12% +$42.7K 0.01% 680
2022
Q4 		$329K Buy
+1,279
New +$321K 0.01% 637
2018
Q3 		– Sell
-347
Closed -$58K – 1176
2018
Q2 		$58K Buy
347
+2
+0.6% +$348 0.01% 458
2018
Q1 		$60K Buy
+345
New +$65.5K 0.01% 472

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

OneDigital Investment Advisors's ROK Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Rockwell Automation (ROK) stake by 3.7% in Q2 2026, buying an estimated $64.8K and bringing the position to 4,189 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #493.

OneDigital Investment Advisors first reported a position in ROK in Q1 2018 and has held it in 17 quarters since. 1,098 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • OneDigital Investment Advisors held 4,189 shares of Rockwell Automation worth $2.07M as of Q2 2026.
  • OneDigital Investment Advisors bought 149 Rockwell Automation shares in Q2 2026, an estimated $64.8K.
  • Rockwell Automation made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #493 holding.
  • OneDigital Investment Advisors first reported a position in Rockwell Automation in Q1 2018 and has held it in 17 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.