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Steigerwald Gordon & Koch’s Rockwell Automation ROK Stock Holding History

Steigerwald Gordon & Koch’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 		$76.2K Buy
154
+19
+14% +$8.27K 0.01% 247
2026
Q1 		$48.4K Hold
135
– – 0.01% 305
2025
Q4 		$52.5K Hold
135
– – 0.01% 307
2025
Q3 		$47.2K Buy
+135
New +$46.6K ﹤0.01% 308

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

Steigerwald Gordon & Koch's ROK Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Rockwell Automation (ROK) stake by 14% in Q2 2026, buying an estimated $8.27K and bringing the position to 154 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #247.

Steigerwald Gordon & Koch first reported a position in ROK in Q3 2025 and has held it in 4 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Steigerwald Gordon & Koch held 154 shares of Rockwell Automation worth $76.2K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 19 Rockwell Automation shares in Q2 2026, an estimated $8.27K.
  • Rockwell Automation made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #247 holding.
  • Steigerwald Gordon & Koch first reported a position in Rockwell Automation in Q3 2025 and has held it in 4 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.