StoneX Group’s Rockwell Automation ROK Stock Holding History

StoneX Group’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	-631	Closed	-$226K	–	1554
2026 Q1	$226K	Buy	+631	New	+$249K	0.01%	698
2024 Q2	–	Sell	-723	Closed	-$211K	–	429
2024 Q1	$211K	Sell	723 -8	-1%	-$2.3K	0.11%	276
2023 Q4	$227K	Buy	+731	New	+$205K	0.12%	254

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

StoneX Group's ROK Position: Q2 2026 in Review

StoneX Group sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 631 shares — an estimated $226K sold.

StoneX Group first reported a position in ROK in Q4 2023 and held it in 3 quarters. The position peaked at $227K in Q4 2023. 1,526 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

StoneX Group reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
StoneX Group sold 631 Rockwell Automation shares in Q2 2026, an estimated $226K.
StoneX Group first reported a position in Rockwell Automation in Q4 2023 and held it in 3 quarters.
StoneX Group's Rockwell Automation position peaked at $227K in Q4 2023.
1,526 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.