ARS Wealth Advisors Group
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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
Q3 		$276K Sell
633
-7
-1% -$3.11K 0.02% 186
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

ARS Wealth Advisors Group's ROK Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Rockwell Automation (ROK) stake by 1.1% in Q3 2026, selling an estimated $3.11K and leaving 633 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #186.

ARS Wealth Advisors Group first reported a position in ROK in Q4 2024 and has held it in 4 quarters since. The position peaked at $317K in Q2 2026. 833 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • ARS Wealth Advisors Group held 633 shares of Rockwell Automation worth $276K as of Q3 2026.
  • ARS Wealth Advisors Group sold 7 Rockwell Automation shares in Q3 2026, an estimated $3.11K.
  • Rockwell Automation made up 0.02% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #186 holding.
  • ARS Wealth Advisors Group first reported a position in Rockwell Automation in Q4 2024 and has held it in 4 quarters since.
  • ARS Wealth Advisors Group's Rockwell Automation position peaked at $317K in Q2 2026.
  • 833 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.