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Aaron Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Aaron 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
Q2 		$1.1M Buy
2,216
+623
+39% +$271K 0.06% 224
2026
Q1 		$572K Sell
1,593
-797
-33% -$315K 0.03% 362
2025
Q4 		$930K Buy
2,390
+1,782
+293% +$670K 0.05% 264
2025
Q3 		$213K Buy
+608
New +$210K 0.01% 611
2022
Q2 		– Sell
-68,327
Closed -$244K – 704
2022
Q1 		$244K Buy
+68,327
New +$19.6M ﹤0.01% 730

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

Aaron Wealth Advisors's ROK Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Rockwell Automation (ROK) stake by 39% in Q2 2026, buying an estimated $271K and bringing the position to 2,216 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #224.

Aaron Wealth Advisors first reported a position in ROK in Q1 2022 and has held it in 5 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Aaron Wealth Advisors held 2,216 shares of Rockwell Automation worth $1.1M as of Q2 2026.
  • Aaron Wealth Advisors bought 623 Rockwell Automation shares in Q2 2026, an estimated $271K.
  • Rockwell Automation made up 0.06% of Aaron Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • Aaron Wealth Advisors first reported a position in Rockwell Automation in Q1 2022 and has held it in 5 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.