Strategic Investment Solutions’s Rockwell Automation ROK Stock Holding History

Strategic Investment Solutions’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	$63.9K	Hold	129	–	–	0.01%	240
2026 Q1	$46.3K	Hold	129	–	–	0.01%	267
2025 Q4	$50.2K	Hold	129	–	–	0.01%	245
2025 Q3	$45.1K	Hold	129	–	–	0.01%	222
2025 Q2	$42.9K	Hold	129	–	–	0.01%	228
2025 Q1	$33.3K	Hold	129	–	–	0.01%	233
2024 Q4	$36.9K	Hold	129	–	–	0.01%	243
2024 Q3	$34.6K	Hold	129	–	–	0.01%	228
2024 Q2	$35.9K	Buy	+129	New	+$34.8K	0.01%	205
2023 Q4	$41.3K	Sell	133 -7,994	-98%	-$2.24M	0.01%	510
2023 Q3	$2.51M	Buy	8,127 +7,998	+6,200%	+$2.47M	0.03%	204
2023 Q2	$36.2K	Hold	129	–	–	0.01%	358
2023 Q1	$37.9K	Buy	+129	New	+$36.7K	0.01%	416

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

Strategic Investment Solutions's ROK Position: Q2 2026 in Review

Strategic Investment Solutions held its Rockwell Automation (ROK) position steady in Q2 2026 at 129 shares worth $63.9K. The position accounts for 0.01% of the portfolio, ranked #240.

Strategic Investment Solutions first reported a position in ROK in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.51M in Q3 2023. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Strategic Investment Solutions held 129 shares of Rockwell Automation worth $63.9K as of Q2 2026.
Strategic Investment Solutions left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #240 holding.
Strategic Investment Solutions first reported a position in Rockwell Automation in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's Rockwell Automation position peaked at $2.51M in Q3 2023.
1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.