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United Asset Strategies’s Rockwell Automation ROK Stock Holding History

United Asset Strategies’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 		$287K Hold
580
– – 0.02% 238
2026
Q1 		$208K Hold
580
– – 0.02% 249
2025
Q4 		$226K Hold
580
– – 0.02% 250
2025
Q3 		$203K Sell
580
-29
-5% -$10K 0.02% 248
2025
Q2 		$202K Buy
+609
New +$173K 0.02% 237
2022
Q1 		– Sell
-575
Closed -$201K – 233
2021
Q4 		$201K Buy
+575
New +$190K 0.02% 199
2021
Q1 		– Sell
-980
Closed -$246K – 229
2020
Q4 		$246K Buy
+980
New +$240K 0.04% 184

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

United Asset Strategies's ROK Position: Q2 2026 in Review

United Asset Strategies held its Rockwell Automation (ROK) position steady in Q2 2026 at 580 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #238.

United Asset Strategies first reported a position in ROK in Q4 2020 and has held it in 7 quarters since. 1,163 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • United Asset Strategies held 580 shares of Rockwell Automation worth $287K as of Q2 2026.
  • United Asset Strategies left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.02% of United Asset Strategies's portfolio in Q2 2026, its #238 holding.
  • United Asset Strategies first reported a position in Rockwell Automation in Q4 2020 and has held it in 7 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.