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World Investment Advisors’s Rockwell Automation ROK Stock Holding History

World Investment 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 		$296K Buy
816
+3
+0.4% +$1.3K ﹤0.01% 1239
2026
Q1 		$292K Sell
813
-268
-25% -$106K ﹤0.01% 1276
2025
Q4 		$421K Sell
1,081
-85
-7% -$32K 0.01% 1008
2025
Q3 		$407K Sell
1,166
-158
-12% -$54.6K 0.01% 872
2025
Q2 		$440K Sell
1,324
-386
-23% -$110K 0.01% 784
2025
Q1 		$442K Sell
1,710
-633
-27% -$176K 0.01% 729
2024
Q4 		$670K Buy
+2,343
New +$659K 0.02% 574

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

World Investment Advisors's ROK Position: Q2 2026 in Review

World Investment Advisors increased its Rockwell Automation (ROK) stake by 0.37% in Q2 2026, buying an estimated $1.3K and bringing the position to 816 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

World Investment Advisors first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. The position peaked at $670K in Q4 2024. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • World Investment Advisors held 816 shares of Rockwell Automation worth $296K as of Q2 2026.
  • World Investment Advisors bought 3 Rockwell Automation shares in Q2 2026, an estimated $1.3K.
  • Rockwell Automation made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1239 holding.
  • World Investment Advisors first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Rockwell Automation position peaked at $670K in Q4 2024.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.