Decker Retirement Planning
ROK icon

Decker Retirement Planning’s Rockwell Automation ROK Stock Holding History

Decker Retirement 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
2026
Q3 		– Sell
-300
Closed -$149K – 462
2026
Q2 		$149K Buy
+300
New +$131K 0.05% 83
2025
Q3 		– Sell
-51
Closed -$16.9K – 297
2025
Q2 		$16.9K Buy
+51
New +$14.5K 0.01% 128
2025
Q1 		– Sell
-5
Closed -$1.43K – 511
2024
Q4 		$1.43K Buy
+5
New +$1.41K ﹤0.01% 475

Other funds holding ROK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Decker Retirement Planning's ROK Position: Q3 2026 in Review

Decker Retirement Planning sold out of Rockwell Automation (ROK) in Q3 2026, closing a stake of 300 shares — an estimated $149K sold.

Decker Retirement Planning first reported a position in ROK in Q4 2024 and held it in 3 quarters. The position peaked at $149K in Q2 2026. 833 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Decker Retirement Planning reported no remaining Rockwell Automation position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 300 Rockwell Automation shares in Q3 2026, an estimated $149K.
  • Decker Retirement Planning first reported a position in Rockwell Automation in Q4 2024 and held it in 3 quarters.
  • Decker Retirement Planning's Rockwell Automation position peaked at $149K in Q2 2026.
  • 833 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.