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Richards, Merrill & Peterson’s Rockwell Automation ROK Stock Holding History

Richards, Merrill & Peterson’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 		$683K Buy
1,379
+21
+2% +$9.14K 0.22% 105
2026
Q1 		$487K Buy
1,358
+25
+2% +$9.87K 0.18% 122
2025
Q4 		$519K Hold
1,333
– – 0.2% 112
2025
Q3 		$466K Buy
1,333
+171
+15% +$59.1K 0.2% 114
2025
Q2 		$386K Buy
1,162
+124
+12% +$35.3K 0.18% 121
2025
Q1 		$268K Sell
1,038
-113
-10% -$31.5K 0.14% 128
2024
Q4 		$329K Buy
+1,151
New +$324K 0.17% 115

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

Richards, Merrill & Peterson's ROK Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Rockwell Automation (ROK) stake by 1.5% in Q2 2026, buying an estimated $9.14K and bringing the position to 1,379 shares worth $683K. The position accounts for 0.22% of the portfolio, ranked #105.

Richards, Merrill & Peterson first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 1,534 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Richards, Merrill & Peterson held 1,379 shares of Rockwell Automation worth $683K as of Q2 2026.
  • Richards, Merrill & Peterson bought 21 Rockwell Automation shares in Q2 2026, an estimated $9.14K.
  • Rockwell Automation made up 0.22% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #105 holding.
  • Richards, Merrill & Peterson first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.