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USA FINANCIAL FORMULAS’s Rockwell Automation ROK Stock Holding History

USA FINANCIAL FORMULAS’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 		$39.1K Buy
+79
New +$34.4K 0.01% 308

Other funds holding ROK

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

USA FINANCIAL FORMULAS's ROK Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Rockwell Automation (ROK) in Q2 2026: 79 shares worth $39.1K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings.

768 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • USA FINANCIAL FORMULAS held 79 shares of Rockwell Automation worth $39.1K as of Q2 2026.
  • Rockwell Automation was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Rockwell Automation made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #308 holding.
  • 768 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.