Activest Wealth Management
ROK icon

Activest Wealth Management’s Rockwell Automation ROK Stock Holding History

Activest 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
Q3 		– Sell
-7
Closed -$3.47K – 1313
2026
Q2 		$3.47K Buy
7
+4
+133% +$1.74K ﹤0.01% 772
2026
Q1 		$1.08K Sell
3
-8
-73% -$3.16K ﹤0.01% 1021
2025
Q4 		$4.28K Buy
11
+8
+267% +$3.01K ﹤0.01% 791
2025
Q3 		$1.05K Buy
3
+2
+200% +$691 ﹤0.01% 869
2025
Q2 		$332 Sell
1
-17
-94% -$4.84K ﹤0.01% 919
2025
Q1 		$4.65K Buy
18
+17
+1,700% +$4.73K ﹤0.01% 510
2024
Q4 		$286 Buy
+1
New +$281 ﹤0.01% 598

Other funds holding ROK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Activest Wealth Management's ROK Position: Q3 2026 in Review

Activest Wealth Management sold out of Rockwell Automation (ROK) in Q3 2026, closing a stake of 7 shares — an estimated $3.47K sold.

Activest Wealth Management first reported a position in ROK in Q4 2024 and held it in 7 quarters. The position peaked at $4.65K in Q1 2025. 903 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Activest Wealth Management reported no remaining Rockwell Automation position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 7 Rockwell Automation shares in Q3 2026, an estimated $3.47K.
  • Activest Wealth Management first reported a position in Rockwell Automation in Q4 2024 and held it in 7 quarters.
  • Activest Wealth Management's Rockwell Automation position peaked at $4.65K in Q1 2025.
  • 903 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.