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ARS Wealth Advisors Group’s Rockwell Automation ROK Stock Holding History

ARS Wealth Advisors Group’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 		$317K Buy
640
+7
+1% +$3.04K 0.02% 175
2026
Q1 		$227K Buy
+633
New +$250K 0.02% 189
2025
Q1 		– Sell
-830
Closed -$237K – 171
2024
Q4 		$237K Buy
+830
New +$233K 0.03% 144

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

ARS Wealth Advisors Group's ROK Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Rockwell Automation (ROK) stake by 1.1% in Q2 2026, buying an estimated $3.04K and bringing the position to 640 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #175.

ARS Wealth Advisors Group first reported a position in ROK in Q4 2024 and has held it in 3 quarters since. 1,539 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • ARS Wealth Advisors Group held 640 shares of Rockwell Automation worth $317K as of Q2 2026.
  • ARS Wealth Advisors Group bought 7 Rockwell Automation shares in Q2 2026, an estimated $3.04K.
  • Rockwell Automation made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #175 holding.
  • ARS Wealth Advisors Group first reported a position in Rockwell Automation in Q4 2024 and has held it in 3 quarters since.
  • 1,539 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.