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Pure Financial Advisors’s Rockwell Automation ROK Stock Holding History

Pure 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 		$2.13M Buy
4,294
+2,385
+125% +$1.04M 0.03% 180
2026
Q1 		$685K Buy
1,909
+18
+1% +$7.1K 0.01% 272
2025
Q4 		$736K Buy
1,891
+109
+6% +$41K 0.01% 256
2025
Q3 		$623K Buy
1,782
+83
+5% +$28.7K 0.01% 270
2025
Q2 		$564K Buy
1,699
+65
+4% +$18.5K 0.01% 274
2025
Q1 		$422K Buy
1,634
+50
+3% +$13.9K 0.01% 263
2024
Q4 		$453K Sell
1,584
-24
-1% -$6.75K 0.01% 230
2024
Q3 		$432K Sell
1,608
-5
-0.3% -$1.33K 0.01% 229
2024
Q2 		$444K Buy
1,613
+42
+3% +$11.3K 0.01% 211
2024
Q1 		$458K Buy
1,571
+788
+101% +$227K 0.01% 206
2023
Q4 		$243K Sell
783
-83
-10% -$23.3K 0.01% 266
2023
Q3 		$248K Buy
866
+154
+22% +$47.6K 0.01% 235
2023
Q2 		$235K Hold
712
– – 0.01% 231
2023
Q1 		$209K Buy
+712
New +$202K 0.01% 241
2019
Q1 		– Sell
-1,498
Closed -$225K – 146
2018
Q4 		$225K Buy
+1,498
New +$250K 0.05% 133

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

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

Pure Financial Advisors increased its Rockwell Automation (ROK) stake by 125% in Q2 2026, buying an estimated $1.04M and bringing the position to 4,294 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #180.

Pure Financial Advisors first reported a position in ROK in Q4 2018 and has held it in 15 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Pure Financial Advisors held 4,294 shares of Rockwell Automation worth $2.13M as of Q2 2026.
  • Pure Financial Advisors bought 2,385 Rockwell Automation shares in Q2 2026, an estimated $1.04M.
  • Rockwell Automation made up 0.03% of Pure Financial Advisors's portfolio in Q2 2026, its #180 holding.
  • Pure Financial Advisors first reported a position in Rockwell Automation in Q4 2018 and has held it in 15 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.