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S.E.E.D. Planning Group’s Rockwell Automation ROK Stock Holding History

S.E.E.D. Planning Group’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 		$553K Sell
1,117
-80
-7% -$34.8K 0.15% 71
2026
Q1 		$430K Buy
1,197
+347
+41% +$137K 0.12% 67
2025
Q4 		$331K Sell
850
-18
-2% -$6.77K 0.09% 68
2025
Q3 		$303K Sell
868
-989
-53% -$342K 0.09% 69
2025
Q2 		$617K Sell
1,857
-43
-2% -$12.3K 0.19% 58
2025
Q1 		$491K Sell
1,900
-57
-3% -$15.9K 0.17% 63
2024
Q4 		$559K Sell
1,957
-5
-0.3% -$1.41K 0.19% 65
2024
Q3 		$527K Sell
1,962
-66
-3% -$17.5K 0.17% 64
2024
Q2 		$558K Buy
2,028
+181
+10% +$48.8K 0.2% 61
2024
Q1 		$538K Buy
1,847
+353
+24% +$102K 0.2% 62
2023
Q4 		$464K Sell
1,494
-281
-16% -$78.8K 0.19% 59
2023
Q3 		$507K Buy
1,775
+9
+0.5% +$2.78K 0.2% 55
2023
Q2 		$582K Buy
1,766
+378
+27% +$109K 0.2% 57
2023
Q1 		$407K Buy
1,388
+354
+34% +$101K 0.16% 62
2022
Q4 		$266K Buy
+1,034
New +$260K 0.12% 70

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

S.E.E.D. Planning Group's ROK Position: Q2 2026 in Review

S.E.E.D. Planning Group reduced its Rockwell Automation (ROK) stake by 6.7% in Q2 2026, selling an estimated $34.8K and leaving 1,117 shares worth $553K. The position accounts for 0.15% of the portfolio, ranked #71.

S.E.E.D. Planning Group first reported a position in ROK in Q4 2022 and has held it in 15 quarters since. The position peaked at $617K in Q2 2025. 1,535 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • S.E.E.D. Planning Group held 1,117 shares of Rockwell Automation worth $553K as of Q2 2026.
  • S.E.E.D. Planning Group sold 80 Rockwell Automation shares in Q2 2026, an estimated $34.8K.
  • Rockwell Automation made up 0.15% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #71 holding.
  • S.E.E.D. Planning Group first reported a position in Rockwell Automation in Q4 2022 and has held it in 15 quarters since.
  • S.E.E.D. Planning Group's Rockwell Automation position peaked at $617K in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.