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Roble Belko & Company’s Rockwell Automation ROK Stock Holding History

Roble Belko & Company’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 		$87K Hold
175
– – 0.01% 181
2026
Q1 		$63K Sell
175
-48
-22% -$18.9K 0.01% 194
2025
Q4 		$87K Buy
+223
New +$83.8K 0.01% 178
2022
Q2 		– Sell
-100
Closed -$28K – 371
2022
Q1 		$28K Buy
100
+97
+3,233% +$27.9K 0.01% 199
2021
Q4 		$1K Hold
3
– – ﹤0.01% 334
2021
Q3 		$1K Hold
3
– – ﹤0.01% 309
2021
Q2 		$1K Hold
3
– – ﹤0.01% 320
2021
Q1 		$1K Buy
+3
New +$765 ﹤0.01% 312
2015
Q2 		– Sell
-279
Closed -$32K – 254
2015
Q1 		$32K Buy
+279
New +$31.4K 0.02% 110

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

Roble Belko & Company's ROK Position: Q2 2026 in Review

Roble Belko & Company held its Rockwell Automation (ROK) position steady in Q2 2026 at 175 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #181.

Roble Belko & Company first reported a position in ROK in Q1 2015 and has held it in 9 quarters since. 1,529 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Roble Belko & Company held 175 shares of Rockwell Automation worth $87K as of Q2 2026.
  • Roble Belko & Company left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.01% of Roble Belko & Company's portfolio in Q2 2026, its #181 holding.
  • Roble Belko & Company first reported a position in Rockwell Automation in Q1 2015 and has held it in 9 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.