Crux Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Crux Wealth Advisors’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 Q2	$256K	Buy	+517	New	+$225K	0.09%	170

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

Crux Wealth Advisors's ROK Position: Q2 2026 in Review

Crux Wealth Advisors opened a new position in Rockwell Automation (ROK) in Q2 2026: 517 shares worth $256K. The stake represents 0.09% of the portfolio and ranks #170 among its holdings.

1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Crux Wealth Advisors held 517 shares of Rockwell Automation worth $256K as of Q2 2026.
Rockwell Automation was a new Crux Wealth Advisors position in Q2 2026.
Rockwell Automation made up 0.09% of Crux Wealth Advisors's portfolio in Q2 2026, its #170 holding.
1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.