Argonautica Private Wealth Management’s Rockwell Automation ROK Stock Holding History

Argonautica Private 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	$880K	Sell	1,777 -2	-0.1%	-$870	0.21%	87
2026 Q1	$638K	Hold	1,779	–	–	0.19%	105
2025 Q4	$692K	Hold	1,779	–	–	0.2%	90
2025 Q3	$622K	Buy	1,779 +8	+0.5%	+$2.76K	0.18%	99
2025 Q2	$588K	Hold	1,771	–	–	0.19%	101
2025 Q1	$458K	Buy	1,771 +17	+1%	+$4.73K	0.16%	117
2024 Q4	$501K	Hold	1,754	–	–	0.16%	115
2024 Q3	$471K	Hold	1,754	–	–	0.16%	119
2024 Q2	$483K	Buy	1,754 +973	+125%	+$263K	0.17%	115
2024 Q1	$228K	Hold	781	–	–	0.08%	188
2023 Q4	$242K	Hold	781	–	–	0.1%	176
2023 Q3	$223K	Hold	781	–	–	0.1%	178
2023 Q2	$257K	Buy	781 +4	+0.5%	+$1.16K	0.12%	166
2023 Q1	$228K	Hold	777	–	–	0.11%	145
2022 Q4	$200K	Buy	+777	New	+$195K	0.1%	156

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Argonautica Private Wealth Management's ROK Position: Q2 2026 in Review

Argonautica Private Wealth Management reduced its Rockwell Automation (ROK) stake by 0.11% in Q2 2026, selling an estimated $870 and leaving 1,777 shares worth $880K. The position accounts for 0.21% of the portfolio, ranked #87.

Argonautica Private Wealth Management first reported a position in ROK in Q4 2022 and has held it in 15 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Argonautica Private Wealth Management held 1,777 shares of Rockwell Automation worth $880K as of Q2 2026.
Argonautica Private Wealth Management sold 2 Rockwell Automation shares in Q2 2026, an estimated $870.
Rockwell Automation made up 0.21% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #87 holding.
Argonautica Private Wealth Management first reported a position in Rockwell Automation in Q4 2022 and has held it in 15 quarters since.
1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.