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Resources Management Corp’s Rockwell Automation ROK Stock Holding History

Resources Management Corp’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 		$622K Sell
1,256
-10
-0.8% -$4.35K 0.08% 136
2026
Q1 		$454K Sell
1,266
-18
-1% -$7.1K 0.06% 145
2025
Q4 		$500K Sell
1,284
-45
-3% -$16.9K 0.06% 140
2025
Q3 		$465K Hold
1,329
– – 0.06% 143
2025
Q2 		$441K Hold
1,329
– – 0.06% 155
2025
Q1 		$343K Sell
1,329
-199
-13% -$55.4K 0.05% 176
2024
Q4 		$437K Hold
1,528
– – 0.06% 175
2024
Q3 		$410K Buy
1,528
+1,278
+511% +$339K 0.06% 180
2024
Q2 		$69K Hold
250
– – 0.01% 274
2024
Q1 		$73K Hold
250
– – 0.01% 269
2023
Q4 		$78K Hold
250
– – 0.01% 270
2023
Q3 		$71K Buy
+250
New +$77.3K 0.01% 276

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

Resources Management Corp's ROK Position: Q2 2026 in Review

Resources Management Corp reduced its Rockwell Automation (ROK) stake by 0.79% in Q2 2026, selling an estimated $4.35K and leaving 1,256 shares worth $622K. The position accounts for 0.08% of the portfolio, ranked #136.

Resources Management Corp first reported a position in ROK in Q3 2023 and has held it in 12 quarters since. 1,537 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Resources Management Corp held 1,256 shares of Rockwell Automation worth $622K as of Q2 2026.
  • Resources Management Corp sold 10 Rockwell Automation shares in Q2 2026, an estimated $4.35K.
  • Rockwell Automation made up 0.08% of Resources Management Corp's portfolio in Q2 2026, its #136 holding.
  • Resources Management Corp first reported a position in Rockwell Automation in Q3 2023 and has held it in 12 quarters since.
  • 1,537 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.