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Soltis Investment Advisors’s Rockwell Automation ROK Stock Holding History

Soltis 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 		$380K Buy
767
+28
+4% +$12.2K 0.02% 419
2026
Q1 		$265K Sell
739
-9
-1% -$3.55K 0.02% 464
2025
Q4 		$291K Buy
748
+63
+9% +$23.7K 0.02% 412
2025
Q3 		$240K Buy
685
+5
+0.7% +$1.73K 0.02% 422
2025
Q2 		$226K Buy
+680
New +$194K 0.02% 365

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

Soltis Investment Advisors's ROK Position: Q2 2026 in Review

Soltis Investment Advisors increased its Rockwell Automation (ROK) stake by 3.8% in Q2 2026, buying an estimated $12.2K and bringing the position to 767 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #419.

Soltis Investment Advisors first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Soltis Investment Advisors held 767 shares of Rockwell Automation worth $380K as of Q2 2026.
  • Soltis Investment Advisors bought 28 Rockwell Automation shares in Q2 2026, an estimated $12.2K.
  • Rockwell Automation made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #419 holding.
  • Soltis Investment Advisors first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.