Aries Wealth Management’s Rockwell Automation ROK Stock Holding History

Aries 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	$327K	Hold	660	–	–	0.06%	195
2026 Q1	$237K	Hold	660	–	–	0.05%	208
2025 Q4	$257K	Hold	660	–	–	0.06%	205
2025 Q3	$231K	Hold	660	–	–	0.05%	213
2025 Q2	$219K	Buy	+660	New	+$188K	0.06%	207
2024 Q3	–	Sell	-733	Closed	-$202K	–	234
2024 Q2	$202K	Hold	733	–	–	0.06%	197
2024 Q1	$214K	Hold	733	–	–	0.07%	198
2023 Q4	$228K	Sell	733 -50	-6%	-$14K	0.08%	181
2023 Q3	$228K	Buy	783 +50	+7%	+$15.5K	0.09%	175
2023 Q2	$241K	Hold	733	–	–	0.09%	168
2023 Q1	$215K	Buy	+733	New	+$208K	0.09%	177
2022 Q1	–	Sell	-733	Closed	-$256K	–	190
2021 Q4	$256K	Hold	733	–	–	0.1%	156
2021 Q3	$216K	Buy	733 +5	+0.7%	+$1.53K	0.09%	166
2021 Q2	$208K	Buy	+728	New	+$196K	0.09%	171
2018 Q1	–	Sell	-1,027	Closed	-$209K	–	135
2017 Q4	$209K	Buy	+1,027	New	+$196K	0.19%	120

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 $3.37T AUM 44.26% 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

Aries Wealth Management's ROK Position: Q2 2026 in Review

Aries Wealth Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 660 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #195.

Aries Wealth Management first reported a position in ROK in Q4 2017 and has held it in 15 quarters since. 1,529 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Aries Wealth Management held 660 shares of Rockwell Automation worth $327K as of Q2 2026.
Aries Wealth Management left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up 0.06% of Aries Wealth Management's portfolio in Q2 2026, its #195 holding.
Aries Wealth Management first reported a position in Rockwell Automation in Q4 2017 and has held it in 15 quarters since.
1,529 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.