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Smartleaf Asset Management’s Rockwell Automation ROK Stock Holding History

Smartleaf Asset Management’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 		$1.16M Hold
2,410
– – 0.04% 389
2026
Q1 		$840K Buy
2,410
+146
+6% +$57.6K 0.03% 435
2025
Q4 		$891K Buy
2,264
+323
+17% +$121K 0.03% 395
2025
Q3 		$669K Buy
1,941
+552
+40% +$191K 0.04% 419
2025
Q2 		$458K Sell
1,389
-219
-14% -$62.4K 0.04% 388
2025
Q1 		$416K Buy
1,608
+141
+10% +$39.2K 0.04% 400
2024
Q4 		$419K Buy
1,467
+832
+131% +$234K 0.04% 362
2024
Q3 		$172K Buy
635
+282
+80% +$74.9K 0.02% 540
2024
Q2 		$94.5K Buy
353
+231
+189% +$62.3K 0.02% 589
2024
Q1 		$35.5K Buy
122
+100
+455% +$28.8K 0.01% 754
2023
Q4 		$6.83K Buy
+22
New +$6.17K ﹤0.01% 817

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

Smartleaf Asset Management's ROK Position: Q2 2026 in Review

Smartleaf Asset Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 2,410 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #389.

Smartleaf Asset Management first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Smartleaf Asset Management held 2,410 shares of Rockwell Automation worth $1.16M as of Q2 2026.
  • Smartleaf Asset Management left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.04% of Smartleaf Asset Management's portfolio in Q2 2026, its #389 holding.
  • Smartleaf Asset Management first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.