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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
2021
Q3 		– Sell
-10
Closed -$286K – 864
2021
Q2 		$286K Buy
+10
New +$2.7K 0.02% 536

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 $3.38T AUM 44.17% 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. 1,544 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.
  • 1,544 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.