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Raab & Moskowitz Asset Management’s Rockwell Automation ROK Stock Holding History

Raab & Moskowitz Asset Management’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 		$260K Buy
+525
New +$228K 0.05% 179
2026
Q1 		– Sell
-528
Closed -$205K – 191
2025
Q4 		$205K Buy
+528
New +$198K 0.04% 188
2020
Q1 		– Sell
-500
Closed -$101K – 430
2019
Q4 		$101K Buy
+500
New +$92.6K 0.04% 197
2018
Q4 		– Sell
-500
Closed -$93K – 425
2018
Q3 		$93K Buy
+500
New +$89.5K 0.04% 206

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

Raab & Moskowitz Asset Management's ROK Position: Q2 2026 in Review

Raab & Moskowitz Asset Management opened a new position in Rockwell Automation (ROK) in Q2 2026: 525 shares worth $260K. The stake represents 0.05% of the portfolio and ranks #179 among its holdings. This is a return to the name: Raab & Moskowitz Asset Management previously reported a position in ROK as recently as Q4 2025.

Raab & Moskowitz Asset Management first reported a position in ROK in Q3 2018 and has held it in 4 quarters since. 1,534 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Raab & Moskowitz Asset Management held 525 shares of Rockwell Automation worth $260K as of Q2 2026.
  • Rockwell Automation was a new Raab & Moskowitz Asset Management position in Q2 2026.
  • Rockwell Automation made up 0.05% of Raab & Moskowitz Asset Management's portfolio in Q2 2026, its #179 holding.
  • Raab & Moskowitz Asset Management first reported a position in Rockwell Automation in Q3 2018 and has held it in 4 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.