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Summit Securities Group’s Rockwell Automation ROK Stock Holding History

Summit Securities 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 		$12.9K Buy
26
+8
+44% +$3.48K ﹤0.01% 800
2026
Q1 		$6.46K Sell
18
-147
-89% -$58K ﹤0.01% 757
2025
Q4 		$64.2K Sell
165
-30
-15% -$11.3K 0.01% 559
2025
Q3 		$68.2K Buy
195
+119
+157% +$41.1K 0.01% 486
2025
Q2 		$25.2K Buy
+76
New +$21.7K ﹤0.01% 671
2024
Q4 		– Sell
-1
Closed – – 851
2024
Q3 		$0 Buy
+1
New +$265 ﹤0.01% 822
2023
Q3 		– Sell
-151
Closed -$50K – 954
2023
Q2 		$50K Sell
151
-73
-33% -$21.1K 0.01% 413
2023
Q1 		$66K Buy
224
+107
+91% +$30.4K 0.01% 371
2022
Q4 		$30K Buy
+117
New +$29.4K ﹤0.01% 826
2022
Q3 		– Sell
-243
Closed -$48K – 1135
2022
Q2 		$48K Buy
243
+196
+417% +$44.3K 0.01% 558
2022
Q1 		$13K Sell
47
-765
-94% -$220K ﹤0.01% 796
2021
Q4 		$283K Buy
+812
New +$269K 0.01% 509
2017
Q4 		– Sell
-2,700
Closed -$481K – 245
2017
Q3 		$481K Buy
+2,700
New +$449K 0.08% 109
2015
Q3 		– Sell
-500
Closed -$62K – 493
2015
Q2 		$62K Buy
+500
New +$60.2K 0.03% 167

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

Summit Securities Group's ROK Position: Q2 2026 in Review

Summit Securities Group increased its Rockwell Automation (ROK) stake by 44% in Q2 2026, buying an estimated $3.48K and bringing the position to 26 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Summit Securities Group first reported a position in ROK in Q2 2015 and has held it in 14 quarters since. The position peaked at $481K in Q3 2017. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Summit Securities Group held 26 shares of Rockwell Automation worth $12.9K as of Q2 2026.
  • Summit Securities Group bought 8 Rockwell Automation shares in Q2 2026, an estimated $3.48K.
  • Rockwell Automation made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #800 holding.
  • Summit Securities Group first reported a position in Rockwell Automation in Q2 2015 and has held it in 14 quarters since.
  • Summit Securities Group's Rockwell Automation position peaked at $481K in Q3 2017.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.