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United Capital Financial Advisors’s Rockwell Automation ROK Stock Holding History

United Capital Financial Advisors’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 		$2.55M Buy
5,155
+519
+11% +$226K 0.01% 524
2026
Q1 		$1.66M Buy
4,636
+456
+11% +$180K 0.01% 605
2025
Q4 		$1.63M Buy
4,180
+81
+2% +$30.4K 0.01% 589
2025
Q3 		$1.43M Sell
4,099
-6
-0.1% -$2.07K 0.01% 543
2025
Q2 		$1.36M Sell
4,105
-558
-12% -$159K 0.01% 522
2025
Q1 		$1.2M Sell
4,663
-318
-6% -$88.5K 0.01% 531
2024
Q4 		$1.42M Buy
4,981
+67
+1% +$18.8K 0.01% 488
2024
Q3 		$1.32M Sell
4,914
-221
-4% -$58.7K 0.01% 482
2024
Q2 		$1.41M Buy
5,135
+27
+0.5% +$7.29K 0.01% 462
2024
Q1 		$1.49M Buy
5,108
+3,057
+149% +$880K 0.01% 481
2023
Q4 		$637K Buy
2,051
+574
+39% +$161K 0.01% 667
2023
Q3 		$422K Sell
1,477
-279
-16% -$86.3K ﹤0.01% 671
2023
Q2 		$578K Sell
1,756
-1,264
-42% -$365K ﹤0.01% 658
2023
Q1 		$886K Buy
3,020
+571
+23% +$162K ﹤0.01% 608
2022
Q4 		$631K Buy
2,449
+53
+2% +$13.3K ﹤0.01% 721
2022
Q3 		$515K Buy
2,396
+934
+64% +$218K ﹤0.01% 754
2022
Q2 		$291K Buy
1,462
+16
+1% +$3.61K ﹤0.01% 952
2022
Q1 		$405K Buy
1,446
+42
+3% +$12.1K ﹤0.01% 899
2021
Q4 		$490K Buy
1,404
+87
+7% +$28.8K ﹤0.01% 866
2021
Q3 		$387K Sell
1,317
-322
-20% -$98.9K ﹤0.01% 931
2021
Q2 		$469K Buy
1,639
+206
+14% +$55.6K ﹤0.01% 877
2021
Q1 		$380K Sell
1,433
-180
-11% -$45.9K ﹤0.01% 927
2020
Q4 		$405K Sell
1,613
-358
-18% -$87.6K ﹤0.01% 908
2020
Q3 		$435K Sell
1,971
-62
-3% -$13.9K ﹤0.01% 862
2020
Q2 		$433K Sell
2,033
-1,177
-37% -$228K ﹤0.01% 917
2020
Q1 		$484K Sell
3,210
-1,049
-25% -$194K ﹤0.01% 832
2019
Q4 		$863K Buy
4,259
+397
+10% +$73.6K 0.01% 825
2019
Q3 		$636K Sell
3,862
-546
-12% -$86.3K ﹤0.01% 877
2019
Q2 		$722K Buy
4,408
+231
+6% +$39K ﹤0.01% 915
2019
Q1 		$733K Sell
4,177
-112
-3% -$19K 0.01% 864
2018
Q4 		$645K Buy
4,289
+773
+22% +$129K 0.01% 828
2018
Q3 		$659K Buy
3,516
+189
+6% +$33.8K ﹤0.01% 900
2018
Q2 		$553K Sell
3,327
-630
-16% -$109K ﹤0.01% 923
2018
Q1 		$689K Sell
3,957
-507
-11% -$96.2K 0.01% 873
2017
Q4 		$882K Sell
4,464
-153
-3% -$29.2K 0.01% 823
2017
Q3 		$823K Sell
4,617
-2,934
-39% -$488K 0.01% 826
2017
Q2 		$1.22M Buy
7,551
+2,573
+52% +$406K 0.01% 709
2017
Q1 		$775K Buy
4,978
+590
+13% +$88.2K 0.01% 813
2016
Q4 		$590K Buy
4,388
+201
+5% +$25.7K 0.01% 892
2016
Q3 		$512K Sell
4,187
-714
-15% -$83.5K 0.01% 966
2016
Q2 		$564K Buy
4,901
+701
+17% +$80.3K 0.01% 882
2016
Q1 		$478K Buy
4,200
+121
+3% +$12.3K 0.01% 892
2015
Q4 		$419K Buy
4,079
+252
+7% +$26.4K ﹤0.01% 925
2015
Q3 		$388K Buy
3,827
+89
+2% +$10.1K ﹤0.01% 972
2015
Q2 		$466K Sell
3,738
-46
-1% -$5.54K 0.01% 944
2015
Q1 		$449K Buy
3,784
+44
+1% +$4.95K 0.01% 934
2014
Q4 		$416K Sell
3,740
-171
-4% -$18.8K 0.01% 877
2014
Q3 		$430K Buy
+3,911
New +$460K 0.01% 827

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

United Capital Financial Advisors's ROK Position: Q2 2026 in Review

United Capital Financial Advisors increased its Rockwell Automation (ROK) stake by 11% in Q2 2026, buying an estimated $226K and bringing the position to 5,155 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #524.

United Capital Financial Advisors first reported a position in ROK in Q3 2014 and has held it in 48 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • United Capital Financial Advisors held 5,155 shares of Rockwell Automation worth $2.55M as of Q2 2026.
  • United Capital Financial Advisors bought 519 Rockwell Automation shares in Q2 2026, an estimated $226K.
  • Rockwell Automation made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #524 holding.
  • United Capital Financial Advisors first reported a position in Rockwell Automation in Q3 2014 and has held it in 48 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.