AWAG
ROK icon

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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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. 563 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.
  • 563 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.