VPF
ROK icon

Vantage Point Financial’s Rockwell Automation ROK Stock Holding History

Vantage Point Financial’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 		$337K Buy
680
+17
+3% +$7.4K 0.1% 126
2026
Q1 		$238K Sell
663
-11
-2% -$4.34K 0.08% 157
2025
Q4 		$262K Buy
674
+18
+3% +$6.77K 0.09% 141
2025
Q3 		$229K Buy
656
+1
+0.2% +$345 0.09% 140
2025
Q2 		$218K Buy
+655
New +$187K 0.1% 134

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

Vantage Point Financial's ROK Position: Q2 2026 in Review

Vantage Point Financial increased its Rockwell Automation (ROK) stake by 2.6% in Q2 2026, buying an estimated $7.4K and bringing the position to 680 shares worth $337K. The position accounts for 0.1% of the portfolio, ranked #126.

Vantage Point Financial first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Vantage Point Financial held 680 shares of Rockwell Automation worth $337K as of Q2 2026.
  • Vantage Point Financial bought 17 Rockwell Automation shares in Q2 2026, an estimated $7.4K.
  • Rockwell Automation made up 0.1% of Vantage Point Financial's portfolio in Q2 2026, its #126 holding.
  • Vantage Point Financial first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.