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SBI Securities’s Rockwell Automation ROK Stock Holding History

SBI Securities’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 		$141K Sell
285
-138
-33% -$60K ﹤0.01% 784
2026
Q1 		$152K Buy
423
+18
+4% +$7.1K ﹤0.01% 717
2025
Q4 		$158K Buy
405
+288
+246% +$108K ﹤0.01% 698
2025
Q3 		$40.9K Buy
117
+1
+0.9% +$345 ﹤0.01% 1160
2025
Q2 		$38.5K Buy
116
+38
+49% +$10.8K ﹤0.01% 1156
2025
Q1 		$20.2K Sell
78
-43
-36% -$12K ﹤0.01% 1325
2024
Q4 		$34.6K Buy
+121
New +$34K ﹤0.01% 1109

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

SBI Securities's ROK Position: Q2 2026 in Review

SBI Securities reduced its Rockwell Automation (ROK) stake by 33% in Q2 2026, selling an estimated $60K and leaving 285 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

SBI Securities first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. The position peaked at $158K in Q4 2025. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • SBI Securities held 285 shares of Rockwell Automation worth $141K as of Q2 2026.
  • SBI Securities sold 138 Rockwell Automation shares in Q2 2026, an estimated $60K.
  • Rockwell Automation made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #784 holding.
  • SBI Securities first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Rockwell Automation position peaked at $158K in Q4 2025.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.