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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Darwin Wealth Management's ROK Position: Q1 2026 in Review

Darwin Wealth Management held its Rockwell Automation (ROK) position steady in Q1 2026 at 63 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #290.

Darwin Wealth Management first reported a position in ROK in Q1 2020 and has held it in 11 quarters since. The position peaked at $2.44M in Q2 2023. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Darwin Wealth Management held 63 shares of Rockwell Automation worth $22.9K as of Q1 2026.
Darwin Wealth Management left its Rockwell Automation share count unchanged in Q1 2026.
Rockwell Automation made up 0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #290 holding.
Darwin Wealth Management first reported a position in Rockwell Automation in Q1 2020 and has held it in 11 quarters since.
Darwin Wealth Management's Rockwell Automation position peaked at $2.44M in Q2 2023.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.