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Cornerstone Wealth Group’s Rockwell Automation ROK Stock Holding History

Cornerstone Wealth 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
Q1 		$568K Buy
1,386
+51
+4% +$20.1K 0.04% 217
2025
Q4 		$519K Buy
1,335
+191
+17% +$71.8K 0.04% 201
2025
Q3 		$400K Sell
1,144
-71
-6% -$24.5K 0.03% 221
2025
Q2 		$404K Buy
+1,215
New +$346K 0.03% 208
2025
Q1 		– Sell
-734
Closed -$210K – 296
2024
Q4 		$210K Buy
+734
New +$206K 0.02% 257
2024
Q2 		– Sell
-735
Closed -$214K – 262
2024
Q1 		$214K Buy
735
+62
+9% +$17.9K 0.02% 227
2023
Q4 		$209K Sell
673
-102
-13% -$28.6K 0.03% 140
2023
Q3 		$222K Buy
775
+15
+2% +$4.64K 0.04% 140
2023
Q2 		$250K Sell
760
-108
-12% -$31.2K 0.05% 129
2023
Q1 		$255K Buy
868
+2
+0.2% +$569 0.05% 129
2022
Q4 		$223K Buy
+866
New +$217K 0.04% 121
2022
Q2 		– Sell
-854
Closed -$239K – 150
2022
Q1 		$239K Sell
854
-4,698
-85% -$1.35M 0.04% 133
2021
Q4 		$1.94M Buy
5,552
+4,502
+429% +$1.49M 0.33% 83
2021
Q3 		$309K Buy
1,050
+203
+24% +$62.3K 0.05% 130
2021
Q2 		$246K Buy
847
+2
+0.2% +$539 0.05% 131
2021
Q1 		$226K Buy
845
+5
+0.6% +$1.27K 0.05% 141
2020
Q4 		$211K Buy
+840
New +$205K 0.05% 143

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

Cornerstone Wealth Group's ROK Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Rockwell Automation (ROK) stake by 3.8% in Q1 2026, buying an estimated $20.1K and bringing the position to 1,386 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #217.

Cornerstone Wealth Group first reported a position in ROK in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.94M in Q4 2021. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Cornerstone Wealth Group held 1,386 shares of Rockwell Automation worth $568K as of Q1 2026.
  • Cornerstone Wealth Group bought 51 Rockwell Automation shares in Q1 2026, an estimated $20.1K.
  • Rockwell Automation made up 0.04% of Cornerstone Wealth Group's portfolio in Q1 2026, its #217 holding.
  • Cornerstone Wealth Group first reported a position in Rockwell Automation in Q4 2020 and has held it in 17 quarters since.
  • Cornerstone Wealth Group's Rockwell Automation position peaked at $1.94M in Q4 2021.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.