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Tidal Investments’s Rockwell Automation ROK Stock Holding History

Tidal Investments’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 		$28.8M Buy
58,206
+10,372
+22% +$4.51M 0.05% 374
2026
Q1 		$17.1M Buy
47,834
+19,767
+70% +$7.8M 0.04% 397
2025
Q4 		$10.9M Buy
28,067
+7,388
+36% +$2.78M 0.03% 432
2025
Q3 		$7.23M Buy
20,679
+4,908
+31% +$1.7M 0.01% 515
2025
Q2 		$5.24M Buy
15,771
+5,933
+60% +$1.69M 0.03% 445
2025
Q1 		$2.54M Buy
9,838
+841
+9% +$234K 0.02% 595
2024
Q4 		$2.57M Buy
8,997
+593
+7% +$167K 0.02% 607
2024
Q3 		$2.26M Buy
8,404
+350
+4% +$92.9K 0.02% 587
2024
Q2 		$2.22M Buy
8,054
+3,374
+72% +$910K 0.03% 520
2024
Q1 		$1.36M Buy
4,680
+311
+7% +$89.6K 0.02% 729
2023
Q4 		$1.36M Buy
4,369
+543
+14% +$152K 0.03% 509
2023
Q3 		$1.09M Buy
3,826
+403
+12% +$125K 0.03% 509
2023
Q2 		$1.13M Buy
3,423
+56
+2% +$16.2K 0.03% 501
2023
Q1 		$988K Buy
3,367
+116
+4% +$33K 0.03% 498
2022
Q4 		$837K Buy
3,251
+235
+8% +$59K 0.03% 501
2022
Q3 		$649K Buy
3,016
+131
+5% +$30.5K 0.03% 484
2022
Q2 		$575K Buy
2,885
+668
+30% +$151K 0.02% 548
2022
Q1 		$621K Buy
2,217
+191
+9% +$54.9K 0.02% 585
2021
Q4 		$707K Buy
2,026
+298
+17% +$98.7K 0.02% 500
2021
Q3 		$508K Buy
1,728
+319
+23% +$97.9K 0.02% 510
2021
Q2 		$403K Buy
1,409
+589
+72% +$159K 0.02% 488
2021
Q1 		$218K Buy
+820
New +$209K 0.01% 513

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

Tidal Investments's ROK Position: Q2 2026 in Review

Tidal Investments increased its Rockwell Automation (ROK) stake by 22% in Q2 2026, buying an estimated $4.51M and bringing the position to 58,206 shares worth $28.8M. The position accounts for 0.05% of the portfolio, ranked #374.

Tidal Investments first reported a position in ROK in Q1 2021 and has held it in 22 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Tidal Investments held 58,206 shares of Rockwell Automation worth $28.8M as of Q2 2026.
  • Tidal Investments bought 10,372 Rockwell Automation shares in Q2 2026, an estimated $4.51M.
  • Rockwell Automation made up 0.05% of Tidal Investments's portfolio in Q2 2026, its #374 holding.
  • Tidal Investments first reported a position in Rockwell Automation in Q1 2021 and has held it in 22 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.