Darwin Wealth Management’s Rockwell Automation ROK Stock Holding History

Darwin Wealth Management’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	$31.7K	Buy	64 +1	+2%	+$435	0.01%	283
2026 Q1	$22.9K	Hold	63	–	–	0.01%	290
2025 Q4	$24.8K	Hold	63	–	–	0.01%	278
2025 Q3	$22.2K	Hold	63	–	–	0.01%	289
2025 Q2	$21.1K	Sell	63 -42	-40%	-$12K	0.01%	277
2025 Q1	$30K	Hold	105	–	–	0.01%	265
2024 Q4	$30K	Sell	105 -23	-18%	-$6.47K	0.01%	265
2024 Q3	$34.4K	Buy	+128	New	+$34K	0.01%	257
2023 Q4	–	Sell	-7,472	Closed	-$2.14M	–	151
2023 Q3	$2.14M	Buy	7,472 +260	+4%	+$80.4K	0.57%	51
2023 Q2	$2.44M	Buy	7,212 +1,517	+27%	+$438K	0.63%	45
2023 Q1	$1.58M	Buy	+5,695	New	+$1.62M	0.43%	54
2020 Q2	–	Sell	-19	Closed	-$2K	–	633
2020 Q1	$2K	Buy	+19	New	+$3.52K	﹤0.01%	697

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

Darwin Wealth Management's ROK Position: Q2 2026 in Review

Darwin Wealth Management increased its Rockwell Automation (ROK) stake by 1.6% in Q2 2026, buying an estimated $435 and bringing the position to 64 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #283.

Darwin Wealth Management first reported a position in ROK in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.44M in Q2 2023. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Darwin Wealth Management held 64 shares of Rockwell Automation worth $31.7K as of Q2 2026.
Darwin Wealth Management bought 1 Rockwell Automation share in Q2 2026, an estimated $435.
Rockwell Automation made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #283 holding.
Darwin Wealth Management first reported a position in Rockwell Automation in Q1 2020 and has held it in 12 quarters since.
Darwin Wealth Management's Rockwell Automation position peaked at $2.44M in Q2 2023.
1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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