Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Rockwell Automation ROK Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$53.8M Buy
108,887
+97
+0.1% +$42.2K 0.08% 210
2026
Q1 		$39M Sell
108,790
-1,821
-2% -$719K 0.07% 257
2025
Q4 		$43.1M Sell
110,611
-30,320
-22% -$11.4M 0.07% 235
2025
Q3 		$49.3M Buy
140,931
+6,629
+5% +$2.29M 0.08% 212
2025
Q2 		$44.6M Buy
134,302
+10,039
+8% +$2.86M 0.08% 219
2025
Q1 		$32.1M Sell
124,263
-2,470
-2% -$687K 0.06% 272
2024
Q4 		$36.2M Buy
+126,733
New +$35.6M 0.07% 249

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

Universal-Beteiligungs- und Servicegesellschaft's ROK Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Rockwell Automation (ROK) stake by 0.09% in Q2 2026, buying an estimated $42.2K and bringing the position to 108,887 shares worth $53.8M. The position accounts for 0.08% of the portfolio, ranked #210.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 108,887 shares of Rockwell Automation worth $53.8M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 97 Rockwell Automation shares in Q2 2026, an estimated $42.2K.
  • Rockwell Automation made up 0.08% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #210 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.