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
2016 Q4	–	Sell	-3,300	Closed	-$4K	–	4800
2016 Q3	$4K	Buy	+3,300	New	+$386K	﹤0.01%	3995

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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.