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Arkadios Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Arkadios 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 		$500K Buy
1,011
+2
+0.2% +$870 0.01% 1125
2026
Q1 		$362K Sell
1,009
-40
-4% -$15.8K 0.01% 1265
2025
Q4 		$408K Buy
+1,049
New +$394K 0.01% 1108
2021
Q4 		– Sell
-187
Closed -$54K – 1517
2021
Q3 		$54K Buy
187
+172
+1,147% +$52.8K 0.01% 855
2021
Q2 		$4K Hold
15
– – ﹤0.01% 1777
2021
Q1 		$3K Sell
15
-21
-58% -$5.36K ﹤0.01% 1479
2020
Q4 		$9K Hold
36
– – ﹤0.01% 998
2020
Q3 		$8.96K Hold
36
– – ﹤0.01% 767
2020
Q2 		$7.89K Sell
36
-25
-41% -$4.84K ﹤0.01% 714
2020
Q1 		$9.25K Hold
61
– – 0.01% 654
2019
Q4 		$12.3K Buy
+61
New +$11.3K 0.01% 545

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 $3.37T AUM 44.26% 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

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

Arkadios Wealth Advisors increased its Rockwell Automation (ROK) stake by 0.2% in Q2 2026, buying an estimated $870 and bringing the position to 1,011 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #1125.

Arkadios Wealth Advisors first reported a position in ROK in Q4 2019 and has held it in 11 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Arkadios Wealth Advisors held 1,011 shares of Rockwell Automation worth $500K as of Q2 2026.
  • Arkadios Wealth Advisors bought 2 Rockwell Automation shares in Q2 2026, an estimated $870.
  • Rockwell Automation made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1125 holding.
  • Arkadios Wealth Advisors first reported a position in Rockwell Automation in Q4 2019 and has held it in 11 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.