SageView Advisory Group’s Rockwell Automation ROK Stock Holding History

SageView Advisory 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	$247K	Buy	+499	New	+$217K	0.01%	552
2026 Q1	–	Sell	-181	Closed	-$70.5K	–	2043
2025 Q4	$70.5K	Buy	+181	New	+$68K	﹤0.01%	949
2024 Q1	–	Sell	-5,136	Closed	-$1.58M	–	746
2023 Q4	$1.58M	Buy	5,136 +24	+0.5%	+$6.73K	0.07%	184
2023 Q3	$1.46M	Buy	5,112 +17	+0.3%	+$5.26K	0.08%	151
2023 Q2	$1.68M	Buy	+5,095	New	+$1.47M	0.09%	135

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's ROK Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Rockwell Automation (ROK) in Q2 2026: 499 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in ROK as recently as Q4 2025.

SageView Advisory Group first reported a position in ROK in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.68M in Q2 2023. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

SageView Advisory Group held 499 shares of Rockwell Automation worth $247K as of Q2 2026.
Rockwell Automation was a new SageView Advisory Group position in Q2 2026.
Rockwell Automation made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #552 holding.
SageView Advisory Group first reported a position in Rockwell Automation in Q2 2023 and has held it in 5 quarters since.
SageView Advisory Group's Rockwell Automation position peaked at $1.68M in Q2 2023.
1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.