Professional Financial Advisors’s Rockwell Automation ROK Stock Holding History

Professional Financial 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	–	Sell	-700	Closed	-$251K	–	156
2026 Q1	$251K	Hold	700	–	–	0.05%	125
2025 Q4	$272K	Hold	700	–	–	0.06%	112
2025 Q3	$245K	Hold	700	–	–	0.05%	114
2025 Q2	$233K	Buy	+700	New	+$199K	0.05%	107
2025 Q1	–	Sell	-700	Closed	-$200K	–	113
2024 Q4	$200K	Buy	+700	New	+$197K	0.05%	106
2024 Q2	–	Sell	-700	Closed	-$204K	–	103
2024 Q1	$204K	Hold	700	–	–	0.06%	100
2023 Q4	$217K	Hold	700	–	–	0.07%	89
2023 Q3	$200K	Hold	700	–	–	0.09%	89
2023 Q2	$231K	Buy	+700	New	+$202K	0.12%	71
2022 Q4	–	Sell	-700	Closed	-$151K	–	370
2022 Q3	$151K	Hold	700	–	–	0.09%	82
2022 Q2	$140K	Hold	700	–	–	0.08%	90
2022 Q1	$196K	Hold	700	–	–	0.08%	76
2021 Q4	$244K	Hold	700	–	–	0.11%	95
2021 Q3	$206K	Hold	700	–	–	0.12%	83
2021 Q2	$199K	Hold	700	–	–	0.11%	89
2021 Q1	$186K	Hold	700	–	–	0.12%	84
2020 Q4	$176K	Hold	700	–	–	0.14%	80
2020 Q3	$166K	Buy	+700	New	+$156K	0.15%	82

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

Professional Financial Advisors's ROK Position: Q2 2026 in Review

Professional Financial Advisors sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 700 shares — an estimated $251K sold.

Professional Financial Advisors first reported a position in ROK in Q3 2020 and held it in 18 quarters. The position peaked at $272K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Professional Financial Advisors reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
Professional Financial Advisors sold 700 Rockwell Automation shares in Q2 2026, an estimated $251K.
Professional Financial Advisors first reported a position in Rockwell Automation in Q3 2020 and held it in 18 quarters.
Professional Financial Advisors's Rockwell Automation position peaked at $272K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.