Sound Income Strategies’s Rockwell Automation ROK Stock Holding History

Sound Income Strategies’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	–	Sell	-58	Closed	-$21.4K	–	1991
2026 Q1	$21.4K	Buy	58 +24	+71%	+$9.47K	﹤0.01%	1148
2025 Q4	$14.1K	Buy	34 +10	+42%	+$3.76K	﹤0.01%	1297
2025 Q3	$8.23K	Sell	24 -390	-94%	-$135K	﹤0.01%	1059
2025 Q2	$138K	Hold	414	–	–	0.01%	336
2025 Q1	$107K	Buy	+414	New	+$115K	0.01%	381
2022 Q3	–	Sell	-5	Closed	-$1K	–	962
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	839
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	830
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	729
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	779
2021 Q2	$1K	Buy	+5	New	+$1.35K	﹤0.01%	823

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Sound Income Strategies's ROK Position: Q2 2026 in Review

Sound Income Strategies sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 58 shares — an estimated $21.4K sold.

Sound Income Strategies first reported a position in ROK in Q2 2021 and held it in 10 quarters. The position peaked at $138K in Q2 2025. 1,163 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Sound Income Strategies reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 58 Rockwell Automation shares in Q2 2026, an estimated $21.4K.
Sound Income Strategies first reported a position in Rockwell Automation in Q2 2021 and held it in 10 quarters.
Sound Income Strategies's Rockwell Automation position peaked at $138K in Q2 2025.
1,163 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.