Aprio Wealth Management
ROK icon

Aprio Wealth Management’s Rockwell Automation ROK Stock Holding History

Aprio 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 		$794K Sell
1,825
-6
-0.3% -$2.67K 0.04% 300
2026
Q2 		$907K Buy
1,831
+30
+2% +$13.1K 0.04% 250
2026
Q1 		$646K Buy
1,801
+1,195
+197% +$472K 0.04% 285
2025
Q4 		$707K Buy
606
+21
+4% +$7.89K 0.04% 251
2025
Q3 		$205K Buy
+585
New +$202K 0.02% 418

Other funds holding ROK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Aprio Wealth Management reduced its Rockwell Automation (ROK) stake by 0.33% in Q3 2026, selling an estimated $2.67K and leaving 1,825 shares worth $794K. The position accounts for 0.04% of the portfolio, ranked #300.

Aprio Wealth Management first reported a position in ROK in Q3 2025 and has held it in 5 quarters since. The position peaked at $907K in Q2 2026. 1,137 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Aprio Wealth Management held 1,825 shares of Rockwell Automation worth $794K as of Q3 2026.
  • Aprio Wealth Management sold 6 Rockwell Automation shares in Q3 2026, an estimated $2.67K.
  • Rockwell Automation made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #300 holding.
  • Aprio Wealth Management first reported a position in Rockwell Automation in Q3 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's Rockwell Automation position peaked at $907K in Q2 2026.
  • 1,137 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.