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 Q3	$45.3K	Buy	104 +10	+11%	+$4.45K	0.02%	155
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Dynamic Wealth Strategies's ROK Position: Q3 2026 in Review

Dynamic Wealth Strategies increased its Rockwell Automation (ROK) stake by 11% in Q3 2026, buying an estimated $4.45K and bringing the position to 104 shares worth $45.3K. The position accounts for 0.02% of the portfolio, ranked #155.

Dynamic Wealth Strategies first reported a position in ROK in Q2 2025 and has held it in 6 quarters since. The position peaked at $46.5K in Q2 2026. 1,031 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

Dynamic Wealth Strategies held 104 shares of Rockwell Automation worth $45.3K as of Q3 2026.
Dynamic Wealth Strategies bought 10 Rockwell Automation shares in Q3 2026, an estimated $4.45K.
Rockwell Automation made up 0.02% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #155 holding.
Dynamic Wealth Strategies first reported a position in Rockwell Automation in Q2 2025 and has held it in 6 quarters since.
Dynamic Wealth Strategies's Rockwell Automation position peaked at $46.5K in Q2 2026.
1,031 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.