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Drucker Wealth 3.0’s Rockwell Automation ROK Stock Holding History

Drucker Wealth 3.0’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 		$743K Buy
1,501
+14
+0.9% +$6.09K 0.12% 141
2026
Q1 		$533K Sell
1,487
-110
-7% -$43.4K 0.09% 161
2025
Q4 		$621K Buy
1,597
+749
+88% +$282K 0.11% 139
2025
Q3 		$296K Buy
848
+112
+15% +$38.7K 0.05% 207
2025
Q2 		$250K Buy
+736
New +$210K 0.05% 205

Other funds holding ROK

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Drucker Wealth 3.0's ROK Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its Rockwell Automation (ROK) stake by 0.94% in Q2 2026, buying an estimated $6.09K and bringing the position to 1,501 shares worth $743K. The position accounts for 0.12% of the portfolio, ranked #141.

Drucker Wealth 3.0 first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Drucker Wealth 3.0 held 1,501 shares of Rockwell Automation worth $743K as of Q2 2026.
  • Drucker Wealth 3.0 bought 14 Rockwell Automation shares in Q2 2026, an estimated $6.09K.
  • Rockwell Automation made up 0.12% of Drucker Wealth 3.0's portfolio in Q2 2026, its #141 holding.
  • Drucker Wealth 3.0 first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • 228 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.