AWE
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Avidian Wealth Enterprises’s Rockwell Automation ROK Stock Holding History

Avidian Wealth Enterprises’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 		$304K Sell
698
-21
-3% -$9.34K 0.01% 610
2026
Q2 		$356K Buy
719
+94
+15% +$40.9K 0.01% 552
2026
Q1 		$224K Buy
+625
New +$247K 0.01% 621

Other funds holding ROK

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Avidian Wealth Enterprises's ROK Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Rockwell Automation (ROK) stake by 2.9% in Q3 2026, selling an estimated $9.34K and leaving 698 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #610.

Avidian Wealth Enterprises first reported a position in ROK in Q1 2026 and has held it in 3 quarters since. The position peaked at $356K in Q2 2026. 65 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Avidian Wealth Enterprises held 698 shares of Rockwell Automation worth $304K as of Q3 2026.
  • Avidian Wealth Enterprises sold 21 Rockwell Automation shares in Q3 2026, an estimated $9.34K.
  • Rockwell Automation made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #610 holding.
  • Avidian Wealth Enterprises first reported a position in Rockwell Automation in Q1 2026 and has held it in 3 quarters since.
  • Avidian Wealth Enterprises's Rockwell Automation position peaked at $356K in Q2 2026.
  • 65 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.