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Petix & Botte Financial’s Rockwell Automation ROK Stock Holding History

Petix & Botte Financial’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 		$297K Buy
600
+300
+100% +$131K 0.06% 125
2026
Q1 		$215K Sell
300
-300
-50% -$118K 0.05% 133
2025
Q4 		$233K Hold
600
– – 0.05% 119
2025
Q3 		$210K Buy
+600
New +$207K 0.05% 132

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

Petix & Botte Financial's ROK Position: Q2 2026 in Review

Petix & Botte Financial increased its Rockwell Automation (ROK) stake by 100% in Q2 2026, buying an estimated $131K and bringing the position to 600 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #125.

Petix & Botte Financial first reported a position in ROK in Q3 2025 and has held it in 4 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Petix & Botte Financial held 600 shares of Rockwell Automation worth $297K as of Q2 2026.
  • Petix & Botte Financial bought 300 Rockwell Automation shares in Q2 2026, an estimated $131K.
  • Rockwell Automation made up 0.06% of Petix & Botte Financial's portfolio in Q2 2026, its #125 holding.
  • Petix & Botte Financial first reported a position in Rockwell Automation in Q3 2025 and has held it in 4 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.