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Phoenix Financial’s Rockwell Automation ROK Stock Holding History

Phoenix 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
2023
Q4 		– Sell
-3,000
Closed -$858K – 380
2023
Q3 		$858K Buy
+3,000
New +$928K 0.02% 234

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

Phoenix Financial's ROK Position: Q2 2026 in Review

Phoenix Financial increased its Rockwell Automation (ROK) stake by 2% in Q2 2026, buying an estimated $47.9K and bringing the position to 5,746 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #167.

Phoenix Financial first reported a position in ROK in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.5M in Q4 2023. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Phoenix Financial held 5,746 shares of Rockwell Automation worth $2.84M as of Q2 2026.
  • Phoenix Financial bought 110 Rockwell Automation shares in Q2 2026, an estimated $47.9K.
  • Rockwell Automation made up 0.02% of Phoenix Financial's portfolio in Q2 2026, its #167 holding.
  • Phoenix Financial first reported a position in Rockwell Automation in Q4 2022 and has held it in 11 quarters since.
  • Phoenix Financial's Rockwell Automation position peaked at $3.5M in Q4 2023.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.