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Stonebridge Financial Group, LLC/CA’s Rockwell Automation ROK Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$309K Buy
+626
New +$272K 0.04% 219

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stonebridge Financial Group, LLC/CA's ROK Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Rockwell Automation (ROK) in Q2 2026: 626 shares worth $309K. The stake represents 0.04% of the portfolio and ranks #219 among its holdings.

1,273 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 626 shares of Rockwell Automation worth $309K as of Q2 2026.
  • Rockwell Automation was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Rockwell Automation made up 0.04% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #219 holding.
  • 1,273 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.