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Ashton Thomas Private Wealth’s Rockwell Automation ROK Stock Holding History

Ashton Thomas Private Wealth’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 		$220K Buy
+444
New +$193K ﹤0.01% 1109
2024
Q3 		– Sell
-65
Closed -$17.9K – 1572
2024
Q2 		$17.9K Buy
+65
New +$17.5K ﹤0.01% 1175

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

Ashton Thomas Private Wealth's ROK Position: Q2 2026 in Review

Ashton Thomas Private Wealth opened a new position in Rockwell Automation (ROK) in Q2 2026: 444 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1109 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in ROK as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in ROK in Q2 2024 and has held it in 2 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Ashton Thomas Private Wealth held 444 shares of Rockwell Automation worth $220K as of Q2 2026.
  • Rockwell Automation was a new Ashton Thomas Private Wealth position in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1109 holding.
  • Ashton Thomas Private Wealth first reported a position in Rockwell Automation in Q2 2024 and has held it in 2 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.