Vanguard Personalized Indexing Management
ROK icon

Vanguard Personalized Indexing Management’s Rockwell Automation ROK Stock Holding History

Vanguard Personalized Indexing Management’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 		$9M Buy
18,171
+1,442
+9% +$627K 0.07% 223
2026
Q1 		$6M Sell
16,729
-181
-1% -$71.4K 0.06% 273
2025
Q4 		$6.58M Buy
16,910
+1,387
+9% +$521K 0.06% 249
2025
Q3 		$5.45M Buy
15,523
+775
+5% +$268K 0.06% 288
2025
Q2 		$4.92M Buy
14,748
+1,101
+8% +$314K 0.06% 293
2025
Q1 		$3.53M Buy
13,647
+501
+4% +$139K 0.05% 321
2024
Q4 		$3.76M Buy
13,146
+1,635
+14% +$460K 0.06% 297
2024
Q3 		$3.09M Buy
11,511
+344
+3% +$91.3K 0.05% 331
2024
Q2 		$2.98M Buy
11,167
+868
+8% +$234K 0.06% 303
2024
Q1 		$3M Buy
10,299
+592
+6% +$171K 0.06% 275
2023
Q4 		$3.01M Sell
9,707
-1,219
-11% -$342K 0.08% 238
2023
Q3 		$3.12M Buy
10,926
+536
+5% +$166K 0.09% 205
2023
Q2 		$3.42M Buy
10,390
+251
+2% +$72.5K 0.1% 179
2023
Q1 		$2.98M Buy
10,139
+374
+4% +$106K 0.1% 195
2022
Q4 		$2.52M Buy
9,765
+283
+3% +$71K 0.1% 196
2022
Q3 		$2.04M Buy
9,482
+1,741
+22% +$406K 0.09% 222
2022
Q2 		$1.54M Buy
7,741
+1,986
+35% +$449K 0.07% 270
2022
Q1 		$1.61M Buy
5,755
+1,705
+42% +$490K 0.08% 252
2021
Q4 		$1.41M Buy
4,050
+788
+24% +$261K 0.08% 253
2021
Q3 		$959K Buy
3,262
+225
+7% +$69.1K 0.09% 236
2021
Q2 		$869K Sell
3,037
-247
-8% -$66.6K 0.09% 256
2021
Q1 		$872K Buy
3,284
+1,382
+73% +$352K 0.13% 170
2020
Q4 		$477K Buy
1,902
+102
+6% +$24.9K 0.1% 231
2020
Q3 		$397K Buy
1,800
+543
+43% +$121K 0.11% 217
2020
Q2 		$268K Buy
+1,257
New +$243K 0.12% 215

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

Vanguard Personalized Indexing Management's ROK Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Rockwell Automation (ROK) stake by 8.6% in Q2 2026, buying an estimated $627K and bringing the position to 18,171 shares worth $9M. The position accounts for 0.07% of the portfolio, ranked #223.

Vanguard Personalized Indexing Management first reported a position in ROK in Q2 2020 and has held it in 25 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Vanguard Personalized Indexing Management held 18,171 shares of Rockwell Automation worth $9M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,442 Rockwell Automation shares in Q2 2026, an estimated $627K.
  • Rockwell Automation made up 0.07% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #223 holding.
  • Vanguard Personalized Indexing Management first reported a position in Rockwell Automation in Q2 2020 and has held it in 25 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.