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 $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

Creative Planning's ROK Position: Q1 2026 in Review

Creative Planning increased its Rockwell Automation (ROK) stake by 7.5% in Q1 2026, buying an estimated $1.16M and bringing the position to 42,059 shares worth $15.1M. The position accounts for 0.01% of the portfolio, ranked #533.

Creative Planning first reported a position in ROK in Q2 2013 and has held it in 51 quarters since. The position peaked at $15.2M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Creative Planning held 42,059 shares of Rockwell Automation worth $15.1M as of Q1 2026.
  • Creative Planning bought 2,951 Rockwell Automation shares in Q1 2026, an estimated $1.16M.
  • Rockwell Automation made up 0.01% of Creative Planning's portfolio in Q1 2026, its #533 holding.
  • Creative Planning first reported a position in Rockwell Automation in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Rockwell Automation position peaked at $15.2M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.