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Abound Wealth Management’s Rockwell Automation ROK Stock Holding History

Abound Wealth 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 		$2.48K Sell
5
-10
-67% -$4.35K ﹤0.01% 718
2026
Q1 		$5.39K Hold
15
– – ﹤0.01% 710
2025
Q4 		$5.84K Buy
15
+1
+7% +$376 ﹤0.01% 630
2025
Q3 		$4.88K Buy
14
+1
+8% +$345 ﹤0.01% 649
2025
Q2 		$4.33K Hold
13
– – ﹤0.01% 609
2025
Q1 		$3.37K Sell
13
-4
-24% -$1.11K ﹤0.01% 615
2024
Q4 		$4.76K Buy
17
+1
+6% +$281 ﹤0.01% 537
2024
Q3 		$4.3K Hold
16
– – ﹤0.01% 571
2024
Q2 		$4.41K Sell
16
-4
-20% -$1.08K ﹤0.01% 528
2024
Q1 		$5.84K Buy
20
+5
+33% +$1.44K ﹤0.01% 483
2023
Q4 		$4.67K Buy
15
+1
+7% +$280 ﹤0.01% 525
2023
Q3 		$4.01K Sell
14
-5
-26% -$1.55K ﹤0.01% 506
2023
Q2 		$6.27K Buy
19
+7
+58% +$2.02K ﹤0.01% 438
2023
Q1 		$3.53K Hold
12
– – ﹤0.01% 488
2022
Q4 		$3.1K Buy
12
+6
+100% +$1.51K ﹤0.01% 447
2022
Q3 		$1.3K Buy
+6
New +$1.4K ﹤0.01% 564

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

Abound Wealth Management's ROK Position: Q2 2026 in Review

Abound Wealth Management reduced its Rockwell Automation (ROK) stake by 67% in Q2 2026, selling an estimated $4.35K and leaving 5 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Abound Wealth Management first reported a position in ROK in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.27K in Q2 2023. 1,526 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Abound Wealth Management held 5 shares of Rockwell Automation worth $2.48K as of Q2 2026.
  • Abound Wealth Management sold 10 Rockwell Automation shares in Q2 2026, an estimated $4.35K.
  • Rockwell Automation made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #718 holding.
  • Abound Wealth Management first reported a position in Rockwell Automation in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Rockwell Automation position peaked at $6.27K in Q2 2023.
  • 1,526 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.