PSI
ROK icon

Planning Strategies Inc.’s Rockwell Automation ROK Stock Holding History

Planning Strategies Inc.’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 		$2.48K Buy
+5
New +$2.17K ﹤0.01% 542

Other funds holding ROK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Planning Strategies Inc.'s ROK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Rockwell Automation (ROK) in Q2 2026: 5 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings.

580 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Planning Strategies Inc. held 5 shares of Rockwell Automation worth $2.48K as of Q2 2026.
  • Rockwell Automation was a new Planning Strategies Inc. position in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #542 holding.
  • 580 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.