Advisornet Financial’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $183K | Sell |
509
-4
| -0.8% | -$1.58K | 0.01% | 642 |
|
|
2025
Q4 | $200K | Buy |
513
+10
| +2% | +$3.76K | 0.01% | 612 |
|
|
2025
Q3 | $176K | Buy |
503
+5
| +1% | +$1.73K | 0.01% | 632 |
|
|
2025
Q2 | $165K | Sell |
498
-211
| -30% | -$60.1K | 0.01% | 618 |
|
|
2025
Q1 | $183K | Sell |
709
-182
| -20% | -$50.7K | 0.01% | 568 |
|
|
2024
Q4 | $255K | Sell |
891
-247
| -22% | -$69.5K | 0.02% | 453 |
|
|
2024
Q3 | $306K | Buy |
1,138
+292
| +35% | +$77.5K | 0.02% | 434 |
|
|
2024
Q2 | $233K | Sell |
846
-80
| -9% | -$21.6K | 0.02% | 448 |
|
|
2024
Q1 | $270K | Sell |
926
-37
| -4% | -$10.7K | 0.03% | 414 |
|
|
2023
Q4 | $299K | Sell |
963
-8
| -0.8% | -$2.24K | 0.03% | 404 |
|
|
2023
Q3 | $278K | Sell |
971
-21
| -2% | -$6.49K | 0.03% | 392 |
|
|
2023
Q2 | $327K | Buy |
992
+26
| +3% | +$7.51K | 0.03% | 381 |
|
|
2023
Q1 | $283K | Buy |
966
+58
| +6% | +$16.5K | 0.03% | 400 |
|
|
2022
Q4 | $234K | Buy |
908
+206
| +29% | +$51.7K | 0.02% | 444 |
|
|
2022
Q3 | $151K | Buy |
702
+202
| +40% | +$47.1K | 0.02% | 563 |
|
|
2022
Q2 | $100K | Sell |
500
-562
| -53% | -$127K | 0.01% | 665 |
|
|
2022
Q1 | $298K | Sell |
1,062
-396
| -27% | -$114K | 0.02% | 467 |
|
|
2021
Q4 | $508K | Buy |
1,458
+52
| +4% | +$17.2K | 0.03% | 403 |
|
|
2021
Q3 | $414K | Sell |
1,406
-1,108
| -44% | -$340K | 0.03% | 404 |
|
|
2021
Q2 | $719K | Buy |
2,514
+150
| +6% | +$40.5K | 0.05% | 318 |
|
|
2021
Q1 | $628K | Buy |
2,364
+8
| +0.3% | +$2.04K | 0.04% | 328 |
|
|
2020
Q4 | $591K | Sell |
2,356
-55
| -2% | -$13.5K | 0.05% | 310 |
|
|
2020
Q3 | $532K | Buy |
2,411
+131
| +6% | +$29.3K | 0.05% | 329 |
|
|
2020
Q2 | $486K | Buy |
2,280
+1,021
| +81% | +$197K | 0.04% | 346 |
|
|
2020
Q1 | $190K | Buy |
1,259
+181
| +17% | +$33.5K | 0.02% | 478 |
|
|
2019
Q4 | $218K | Sell |
1,078
-462
| -30% | -$85.6K | 0.02% | 485 |
|
|
2019
Q3 | $254K | Buy |
1,540
+823
| +115% | +$130K | 0.02% | 448 |
|
|
2019
Q2 | $117K | Buy |
717
+257
| +56% | +$43.4K | 0.01% | 563 |
|
|
2019
Q1 | $81K | Sell |
460
-84
| -15% | -$14.3K | 0.01% | 608 |
|
|
2018
Q4 | $82K | Sell |
544
-170
| -24% | -$28.4K | 0.01% | 569 |
|
|
2018
Q3 | $134K | Buy |
714
+44
| +7% | +$7.88K | 0.02% | 489 |
|
|
2018
Q2 | $111K | Buy |
670
+485
| +262% | +$84.3K | 0.02% | 501 |
|
|
2018
Q1 | $32K | Hold |
185
| – | – | ﹤0.01% | 816 |
|
|
2017
Q4 | $36K | Buy |
+185
| New | +$35.3K | 0.01% | 730 |
|
Other funds holding ROK
VCM
VPM
Advisornet Financial's ROK Position: Q1 2026 in Review
Advisornet Financial reduced its Rockwell Automation (ROK) stake by 0.78% in Q1 2026, selling an estimated $1.58K and leaving 509 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #642.
Advisornet Financial first reported a position in ROK in Q4 2017 and has held it in 34 quarters since. The position peaked at $719K in Q2 2021. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.
- Advisornet Financial held 509 shares of Rockwell Automation worth $183K as of Q1 2026.
- Advisornet Financial sold 4 Rockwell Automation shares in Q1 2026, an estimated $1.58K.
- Rockwell Automation made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #642 holding.
- Advisornet Financial first reported a position in Rockwell Automation in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Rockwell Automation position peaked at $719K in Q2 2021.
- 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.