VA
ROK icon

VestGen Advisors’s Rockwell Automation ROK Stock Holding History

VestGen 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 		$1.65M Sell
3,326
-80
-2% -$34.8K 0.05% 348
2026
Q1 		$1.55M Sell
3,406
-1,540
-31% -$608K 0.04% 361
2025
Q4 		$1.92M Sell
4,946
-767
-13% -$288K 0.08% 243
2025
Q3 		$2M Sell
5,713
-1,061
-16% -$366K 0.07% 247
2025
Q2 		$2.25M Sell
6,774
-1,429
-17% -$407K 0.09% 204
2025
Q1 		$2.12M Buy
+8,203
New +$2.28M 0.1% 185

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

VestGen Advisors's ROK Position: Q2 2026 in Review

VestGen Advisors reduced its Rockwell Automation (ROK) stake by 2.3% in Q2 2026, selling an estimated $34.8K and leaving 3,326 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #348.

VestGen Advisors first reported a position in ROK in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.25M in Q2 2025. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • VestGen Advisors held 3,326 shares of Rockwell Automation worth $1.65M as of Q2 2026.
  • VestGen Advisors sold 80 Rockwell Automation shares in Q2 2026, an estimated $34.8K.
  • Rockwell Automation made up 0.05% of VestGen Advisors's portfolio in Q2 2026, its #348 holding.
  • VestGen Advisors first reported a position in Rockwell Automation in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Rockwell Automation position peaked at $2.25M in Q2 2025.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.