A4 Wealth Advisors’s Rockwell Automation ROK Stock Holding History

A4 Wealth 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 Q1	–	Sell	-585	Closed	-$228K	–	131
2025 Q4	$228K	Sell	585 -246	-30%	-$92.5K	0.2%	107
2025 Q3	$290K	Buy	+831	New	+$287K	0.24%	119

Other funds holding ROK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

A4 Wealth Advisors's ROK Position: Q1 2026 in Review

A4 Wealth Advisors sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 585 shares — an estimated $228K sold.

A4 Wealth Advisors first reported a position in ROK in Q3 2025 and held it in 2 quarters. The position peaked at $290K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

A4 Wealth Advisors reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
A4 Wealth Advisors sold 585 Rockwell Automation shares in Q1 2026, an estimated $228K.
A4 Wealth Advisors first reported a position in Rockwell Automation in Q3 2025 and held it in 2 quarters.
A4 Wealth Advisors's Rockwell Automation position peaked at $290K in Q3 2025.
1,416 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.