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Argos Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Argos Wealth Advisors’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 		$211K Buy
+426
New +$185K 0.06% 202
2026
Q1 		– Sell
-545
Closed -$212K – 217
2025
Q4 		$212K Buy
+545
New +$205K 0.06% 185

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Argos Wealth Advisors's ROK Position: Q2 2026 in Review

Argos Wealth Advisors opened a new position in Rockwell Automation (ROK) in Q2 2026: 426 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #202 among its holdings. This is a return to the name: Argos Wealth Advisors previously reported a position in ROK as recently as Q4 2025.

Argos Wealth Advisors first reported a position in ROK in Q4 2025 and has held it in 2 quarters since. The position peaked at $212K in Q4 2025. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Argos Wealth Advisors held 426 shares of Rockwell Automation worth $211K as of Q2 2026.
  • Rockwell Automation was a new Argos Wealth Advisors position in Q2 2026.
  • Rockwell Automation made up 0.06% of Argos Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Argos Wealth Advisors first reported a position in Rockwell Automation in Q4 2025 and has held it in 2 quarters since.
  • Argos Wealth Advisors's Rockwell Automation position peaked at $212K in Q4 2025.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Argos Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.