Planning Strategies’s Rockwell Automation ROK Stock Holding History

Planning Strategies’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	$2.48K	Buy	+5	New	+$2.17K	﹤0.01%	542

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

Planning Strategies's ROK Position: Q2 2026 in Review

Planning Strategies opened a new position in Rockwell Automation (ROK) in Q2 2026: 5 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings.

1,456 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Planning Strategies held 5 shares of Rockwell Automation worth $2.48K as of Q2 2026.
Rockwell Automation was a new Planning Strategies position in Q2 2026.
Rockwell Automation made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #542 holding.
1,456 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.