William Mack & Associates
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William Mack & Associates’s Rockwell Automation ROK Stock Holding History

William Mack & Associates’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
Q3 		$44K Buy
+101
New +$44.9K 0.01% 259

Other funds holding ROK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

William Mack & Associates's ROK Position: Q3 2026 in Review

William Mack & Associates opened a new position in Rockwell Automation (ROK) in Q3 2026: 101 shares worth $44K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings.

1,304 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • William Mack & Associates held 101 shares of Rockwell Automation worth $44K as of Q3 2026.
  • Rockwell Automation was a new William Mack & Associates position in Q3 2026.
  • Rockwell Automation made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #259 holding.
  • 1,304 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.