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Zacks Investment Management’s Rockwell Automation ROK Stock Holding History

Zacks Investment Management’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 		$4.21M Buy
8,513
+637
+8% +$277K 0.03% 273
2026
Q1 		$2.83M Buy
7,876
+2,248
+40% +$887K 0.02% 307
2025
Q4 		$2.19M Buy
+5,628
New +$2.12M 0.02% 331
2024
Q2 		– Sell
-9,612
Closed -$2.8M – 708
2024
Q1 		$2.8M Sell
9,612
-32,763
-77% -$9.44M 0.03% 271
2023
Q4 		$13.2M Sell
42,375
-868
-2% -$243K 0.16% 129
2023
Q3 		$12.4M Buy
43,243
+70
+0.2% +$21.6K 0.16% 130
2023
Q2 		$14.2M Buy
43,173
+10,396
+32% +$3M 0.18% 125
2023
Q1 		$9.62M Buy
32,777
+1,910
+6% +$543K 0.13% 139
2022
Q4 		$7.95M Buy
30,867
+414
+1% +$104K 0.11% 154
2022
Q3 		$6.55M Sell
30,453
-511
-2% -$119K 0.1% 152
2022
Q2 		$6.17M Buy
30,964
+1,466
+5% +$331K 0.09% 146
2022
Q1 		$8.26M Buy
29,498
+1,752
+6% +$503K 0.11% 150
2021
Q4 		$9.68M Buy
27,746
+635
+2% +$210K 0.14% 146
2021
Q3 		$7.97M Buy
27,111
+729
+3% +$224K 0.13% 151
2021
Q2 		$7.55M Buy
26,382
+1,821
+7% +$491K 0.12% 152
2021
Q1 		$6.52M Sell
24,561
-567
-2% -$145K 0.12% 151
2020
Q4 		$6.3M Buy
25,128
+16,958
+208% +$4.15M 0.12% 144
2020
Q3 		$1.8M Buy
+8,170
New +$1.83M 0.04% 238
2019
Q2 		– Sell
-42,911
Closed -$7.53M – 606
2019
Q1 		$7.53M Buy
42,911
+1,000
+2% +$170K 0.16% 116
2018
Q4 		$6.31M Buy
+41,911
New +$6.99M 0.15% 118
2018
Q3 		– Sell
-42,302
Closed -$7.03M – 590
2018
Q2 		$7.03M Buy
42,302
+396
+0.9% +$68.8K 0.15% 121
2018
Q1 		$7.3M Sell
41,906
-263
-0.6% -$49.9K 0.16% 119
2017
Q4 		$8.28M Buy
42,169
+91
+0.2% +$17.3K 0.18% 111
2017
Q3 		$7.5M Sell
42,078
-163
-0.4% -$27.1K 0.18% 117
2017
Q2 		$6.84M Buy
42,241
+13,619
+48% +$2.15M 0.17% 120
2017
Q1 		$4.46M Buy
+28,622
New +$4.28M 0.11% 149

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

Zacks Investment Management's ROK Position: Q2 2026 in Review

Zacks Investment Management increased its Rockwell Automation (ROK) stake by 8.1% in Q2 2026, buying an estimated $277K and bringing the position to 8,513 shares worth $4.21M. The position accounts for 0.03% of the portfolio, ranked #273.

Zacks Investment Management first reported a position in ROK in Q1 2017 and has held it in 26 quarters since. The position peaked at $14.2M in Q2 2023. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Zacks Investment Management held 8,513 shares of Rockwell Automation worth $4.21M as of Q2 2026.
  • Zacks Investment Management bought 637 Rockwell Automation shares in Q2 2026, an estimated $277K.
  • Rockwell Automation made up 0.03% of Zacks Investment Management's portfolio in Q2 2026, its #273 holding.
  • Zacks Investment Management first reported a position in Rockwell Automation in Q1 2017 and has held it in 26 quarters since.
  • Zacks Investment Management's Rockwell Automation position peaked at $14.2M in Q2 2023.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.