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Victory Financial Group’s Rockwell Automation ROK Stock Holding History

Victory Financial Group’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 		– Sell
-614
Closed -$220K – 418
2026
Q1 		$220K Sell
614
-29
-5% -$11.4K 0.03% 320
2025
Q4 		$250K Buy
643
+13
+2% +$4.89K 0.03% 263
2025
Q3 		$218K Sell
630
-94
-13% -$32.5K 0.03% 233
2025
Q2 		$240K Buy
+724
New +$206K 0.04% 196

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

Victory Financial Group's ROK Position: Q2 2026 in Review

Victory Financial Group sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 614 shares — an estimated $220K sold.

Victory Financial Group first reported a position in ROK in Q2 2025 and held it in 4 quarters. The position peaked at $250K in Q4 2025. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Victory Financial Group reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Victory Financial Group sold 614 Rockwell Automation shares in Q2 2026, an estimated $220K.
  • Victory Financial Group first reported a position in Rockwell Automation in Q2 2025 and held it in 4 quarters.
  • Victory Financial Group's Rockwell Automation position peaked at $250K in Q4 2025.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.