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Savvy Advisors Inc’s Rockwell Automation ROK Stock Holding History

Savvy Advisors Inc’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 		$784K Buy
1,583
+108
+7% +$47K 0.02% 613
2026
Q1 		$529K Buy
1,475
+236
+19% +$93.1K 0.01% 643
2025
Q4 		$482K Buy
1,239
+66
+6% +$24.8K 0.02% 578
2025
Q3 		$410K Buy
1,173
+40
+4% +$13.8K 0.02% 503
2025
Q2 		$376K Buy
1,133
+169
+18% +$48.1K 0.03% 430
2025
Q1 		$249K Buy
964
+219
+29% +$61K 0.03% 431
2024
Q4 		$213K Buy
+745
New +$210K 0.03% 421

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's ROK Position: Q2 2026 in Review

Savvy Advisors Inc increased its Rockwell Automation (ROK) stake by 7.3% in Q2 2026, buying an estimated $47K and bringing the position to 1,583 shares worth $784K. The position accounts for 0.02% of the portfolio, ranked #613.

Savvy Advisors Inc first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Savvy Advisors Inc held 1,583 shares of Rockwell Automation worth $784K as of Q2 2026.
  • Savvy Advisors Inc bought 108 Rockwell Automation shares in Q2 2026, an estimated $47K.
  • Rockwell Automation made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #613 holding.
  • Savvy Advisors Inc first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.