Creative Planning
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Creative Planning’s Rockwell Automation ROK Stock Holding History

Creative Planning’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
2020
Q4 		– Sell
-200
Closed -$4K – 2441
2020
Q3 		$4K Hold
200
– – ﹤0.01% 2059
2020
Q2 		$5K Buy
+200
New +$38.7K ﹤0.01% 1913

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

Creative Planning's ROK Position: Q2 2026 in Review

Creative Planning increased its Rockwell Automation (ROK) stake by 14% in Q2 2026, buying an estimated $2.65M and bringing the position to 48,141 shares worth $23.8M. The position accounts for 0.01% of the portfolio, ranked #436.

Creative Planning first reported a position in ROK in Q2 2013 and has held it in 52 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Creative Planning held 48,141 shares of Rockwell Automation worth $23.8M as of Q2 2026.
  • Creative Planning bought 6,082 Rockwell Automation shares in Q2 2026, an estimated $2.65M.
  • Rockwell Automation made up 0.01% of Creative Planning's portfolio in Q2 2026, its #436 holding.
  • Creative Planning first reported a position in Rockwell Automation in Q2 2013 and has held it in 52 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.