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Vise Technologies’s Rockwell Automation ROK Stock Holding History

Vise Technologies’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 		$2.45M Buy
4,940
+1,813
+58% +$789K 0.03% 472
2026
Q1 		$1.22M Hold
3,127
– – 0.02% 526
2025
Q4 		$1.22M Buy
3,127
+1,717
+122% +$645K 0.02% 528
2025
Q3 		$493K Buy
1,410
+135
+11% +$46.6K 0.02% 675
2025
Q2 		$424K Buy
+1,275
New +$363K 0.02% 707
2024
Q4 		$252K Buy
+883
New +$248K 0.02% 673

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

Vise Technologies's ROK Position: Q2 2026 in Review

Vise Technologies increased its Rockwell Automation (ROK) stake by 58% in Q2 2026, buying an estimated $789K and bringing the position to 4,940 shares worth $2.45M. The position accounts for 0.03% of the portfolio, ranked #472.

Vise Technologies first reported a position in ROK in Q4 2024 and has held it in 6 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Vise Technologies held 4,940 shares of Rockwell Automation worth $2.45M as of Q2 2026.
  • Vise Technologies bought 1,813 Rockwell Automation shares in Q2 2026, an estimated $789K.
  • Rockwell Automation made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #472 holding.
  • Vise Technologies first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.