OCA
ROK icon

OpenArc Corporate Advisory’s Rockwell Automation ROK Stock Holding History

OpenArc Corporate Advisory’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 		$850K Buy
1,717
+490
+40% +$213K 0.01% 376
2026
Q1 		$440K Sell
1,227
-83
-6% -$32.8K 0.01% 483
2025
Q4 		$510K Buy
+1,310
New +$492K 0.01% 401

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

OpenArc Corporate Advisory's ROK Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its Rockwell Automation (ROK) stake by 40% in Q2 2026, buying an estimated $213K and bringing the position to 1,717 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #376.

OpenArc Corporate Advisory first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • OpenArc Corporate Advisory held 1,717 shares of Rockwell Automation worth $850K as of Q2 2026.
  • OpenArc Corporate Advisory bought 490 Rockwell Automation shares in Q2 2026, an estimated $213K.
  • Rockwell Automation made up 0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #376 holding.
  • OpenArc Corporate Advisory first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.