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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Argonautica Private Wealth Management's ROK Position: Q1 2026 in Review

Argonautica Private Wealth Management held its Rockwell Automation (ROK) position steady in Q1 2026 at 1,779 shares worth $638K. The position accounts for 0.19% of the portfolio, ranked #105.

Argonautica Private Wealth Management first reported a position in ROK in Q4 2022 and has held it in 14 quarters since. The position peaked at $692K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Argonautica Private Wealth Management held 1,779 shares of Rockwell Automation worth $638K as of Q1 2026.
Argonautica Private Wealth Management left its Rockwell Automation share count unchanged in Q1 2026.
Rockwell Automation made up 0.19% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #105 holding.
Argonautica Private Wealth Management first reported a position in Rockwell Automation in Q4 2022 and has held it in 14 quarters since.
Argonautica Private Wealth Management's Rockwell Automation position peaked at $692K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.