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Dynamic Wealth Strategies’s Rockwell Automation ROK Stock Holding History

Dynamic Wealth Strategies’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 		$46.5K Sell
94
-8
-8% -$3.48K 0.02% 161
2026
Q1 		$36.6K Sell
102
-1
-1% -$395 0.02% 172
2025
Q4 		$40.1K Buy
103
+46
+81% +$17.3K 0.02% 150
2025
Q3 		$19.9K Sell
57
-81
-59% -$28K 0.01% 174
2025
Q2 		$45.8K Buy
+138
New +$39.3K 0.03% 124

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dynamic Wealth Strategies's ROK Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Rockwell Automation (ROK) stake by 7.8% in Q2 2026, selling an estimated $3.48K and leaving 94 shares worth $46.5K. The position accounts for 0.02% of the portfolio, ranked #161.

Dynamic Wealth Strategies first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Dynamic Wealth Strategies held 94 shares of Rockwell Automation worth $46.5K as of Q2 2026.
  • Dynamic Wealth Strategies sold 8 Rockwell Automation shares in Q2 2026, an estimated $3.48K.
  • Rockwell Automation made up 0.02% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #161 holding.
  • Dynamic Wealth Strategies first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.