Stokes Family Office’s Rockwell Automation ROK Stock Holding History

Stokes Family Office’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	$284K	Sell	574 -42	-7%	-$18.3K	0.03%	233
2026 Q1	$221K	Sell	616 -8	-1%	-$3.16K	0.02%	258
2025 Q4	$243K	Buy	624 +3	+0.5%	+$1.13K	0.02%	270
2025 Q3	$217K	Buy	621 +3	+0.5%	+$1.04K	0.02%	248
2025 Q2	$205K	Buy	+618	New	+$176K	0.02%	225
2023 Q3	–	Sell	-640	Closed	-$211K	–	355
2023 Q2	$211K	Buy	+640	New	+$185K	0.02%	290

Other funds holding ROK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stokes Family Office's ROK Position: Q2 2026 in Review

Stokes Family Office reduced its Rockwell Automation (ROK) stake by 6.8% in Q2 2026, selling an estimated $18.3K and leaving 574 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #233.

Stokes Family Office first reported a position in ROK in Q2 2023 and has held it in 6 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Stokes Family Office held 574 shares of Rockwell Automation worth $284K as of Q2 2026.
Stokes Family Office sold 42 Rockwell Automation shares in Q2 2026, an estimated $18.3K.
Rockwell Automation made up 0.03% of Stokes Family Office's portfolio in Q2 2026, its #233 holding.
Stokes Family Office first reported a position in Rockwell Automation in Q2 2023 and has held it in 6 quarters since.
1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.