Ashton Thomas Private Wealth
ROK icon

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
Q3 		$876K Buy
2,011
+1,567
+353% +$697K 0.02% 604
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Ashton Thomas Private Wealth's ROK Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Rockwell Automation (ROK) stake by 353% in Q3 2026, buying an estimated $697K and bringing the position to 2,011 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #604.

Ashton Thomas Private Wealth first reported a position in ROK in Q2 2024 and has held it in 3 quarters since. 1,304 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Ashton Thomas Private Wealth held 2,011 shares of Rockwell Automation worth $876K as of Q3 2026.
  • Ashton Thomas Private Wealth bought 1,567 Rockwell Automation shares in Q3 2026, an estimated $697K.
  • Rockwell Automation made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #604 holding.
  • Ashton Thomas Private Wealth first reported a position in Rockwell Automation in Q2 2024 and has held it in 3 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.