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Cassaday & Co Wealth Management’s Rockwell Automation ROK Stock Holding History

Cassaday & Co Wealth Management’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
Q1 		$30.8K Buy
+86
New +$33.9K ﹤0.01% 710

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassaday & Co Wealth Management's ROK Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Rockwell Automation (ROK) in Q1 2026: 86 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings.

1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Cassaday & Co Wealth Management held 86 shares of Rockwell Automation worth $30.8K as of Q1 2026.
  • Rockwell Automation was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #710 holding.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.