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Retirement Investment Advisors’s Rockwell Automation ROK Stock Holding History

Retirement Investment 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
-548
Closed -$213K – 68
2026
Q1 		$213K Hold
548
– – 0.02% 63
2025
Q4 		$213K Buy
+548
New +$206K 0.02% 61

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

Retirement Investment Advisors's ROK Position: Q2 2026 in Review

Retirement Investment Advisors sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 548 shares — an estimated $213K sold.

Retirement Investment Advisors first reported a position in ROK in Q4 2025 and held it in 2 quarters. The position peaked at $213K in Q1 2026. 1,526 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Retirement Investment Advisors reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Retirement Investment Advisors sold 548 Rockwell Automation shares in Q2 2026, an estimated $213K.
  • Retirement Investment Advisors first reported a position in Rockwell Automation in Q4 2025 and held it in 2 quarters.
  • Retirement Investment Advisors's Rockwell Automation position peaked at $213K in Q1 2026.
  • 1,526 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.