Superior Planning, LLC’s Rockwell Automation ROK Stock Holding History

Superior Planning, LLC’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	$6.53K	Buy	+15	New	+$6.67K	﹤0.01%	1106

Other funds holding ROK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's ROK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Rockwell Automation (ROK) in Q3 2026: 15 shares worth $6.53K. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings.

1,137 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

Superior Planning, LLC held 15 shares of Rockwell Automation worth $6.53K as of Q3 2026.
Rockwell Automation was a new Superior Planning, LLC position in Q3 2026.
Rockwell Automation made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1106 holding.
1,137 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.