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Signature Estate & Investment Advisors’s Rockwell Automation ROK Stock Holding History

Signature Estate & Investment Advisors’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 		$271K Sell
548
-119
-18% -$51.8K ﹤0.01% 572
2026
Q1 		$240K Buy
667
+4
+0.6% +$1.58K ﹤0.01% 586
2025
Q4 		$258K Sell
663
-39
-6% -$14.7K 0.01% 530
2025
Q3 		$246K Buy
702
+1
+0.1% +$345 0.01% 540
2025
Q2 		$233K Buy
+701
New +$200K 0.01% 522

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

Signature Estate & Investment Advisors's ROK Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Rockwell Automation (ROK) stake by 18% in Q2 2026, selling an estimated $51.8K and leaving 548 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Signature Estate & Investment Advisors first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. 1,529 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Signature Estate & Investment Advisors held 548 shares of Rockwell Automation worth $271K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 119 Rockwell Automation shares in Q2 2026, an estimated $51.8K.
  • Rockwell Automation made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #572 holding.
  • Signature Estate & Investment Advisors first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.