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Sittner & Nelson’s Rockwell Automation ROK Stock Holding History

Sittner & Nelson’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 		$6.44K Hold
13
– – ﹤0.01% 470
2026
Q1 		$4.67K Hold
13
– – ﹤0.01% 477
2025
Q4 		$5.4K Sell
13
-1
-7% -$376 ﹤0.01% 435
2025
Q3 		$4.89K Hold
14
– – ﹤0.01% 406
2025
Q2 		$4.65K Hold
14
– – ﹤0.01% 415
2025
Q1 		$3.62K Hold
14
– – ﹤0.01% 413
2024
Q4 		$4K Buy
14
+1
+8% +$281 ﹤0.01% 391
2024
Q3 		$3.49K Hold
13
– – ﹤0.01% 391
2024
Q2 		$3.58K Hold
13
– – ﹤0.01% 402
2024
Q1 		$3.79K Hold
13
– – ﹤0.01% 407
2023
Q4 		$4.04K Hold
13
– – ﹤0.01% 396
2023
Q3 		$3.72K Hold
13
– – ﹤0.01% 403
2023
Q2 		$4.28K Hold
13
– – ﹤0.01% 411
2023
Q1 		$3.81K Buy
+13
New +$3.7K ﹤0.01% 428

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

Sittner & Nelson's ROK Position: Q2 2026 in Review

Sittner & Nelson held its Rockwell Automation (ROK) position steady in Q2 2026 at 13 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Sittner & Nelson first reported a position in ROK in Q1 2023 and has held it in 14 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Sittner & Nelson held 13 shares of Rockwell Automation worth $6.44K as of Q2 2026.
  • Sittner & Nelson left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #470 holding.
  • Sittner & Nelson first reported a position in Rockwell Automation in Q1 2023 and has held it in 14 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.