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Eagle Wealth Strategies’s Rockwell Automation ROK Stock Holding History

Eagle 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 		$845K Hold
1,707
– – 0.32% 31
2026
Q1 		$613K Hold
1,707
– – 0.27% 37
2025
Q4 		$664K Hold
1,707
– – 0.31% 34
2025
Q3 		$597K Hold
1,707
– – 0.3% 38
2025
Q2 		$567K Hold
1,707
– – 0.32% 37
2025
Q1 		$441K Hold
1,707
– – 0.27% 43
2024
Q4 		$488K Hold
1,707
– – 0.35% 44
2024
Q3 		$458K Hold
1,707
– – 0.33% 45
2024
Q2 		$470K Hold
1,707
– – 0.38% 36
2024
Q1 		$484K Hold
1,707
– – 0.39% 37
2023
Q4 		$530K Buy
+1,707
New +$478K 0.32% 34

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

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

Eagle Wealth Strategies held its Rockwell Automation (ROK) position steady in Q2 2026 at 1,707 shares worth $845K. The position accounts for 0.32% of the portfolio, ranked #31.

Eagle Wealth Strategies first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. 1,529 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Eagle Wealth Strategies held 1,707 shares of Rockwell Automation worth $845K as of Q2 2026.
  • Eagle Wealth Strategies left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.32% of Eagle Wealth Strategies's portfolio in Q2 2026, its #31 holding.
  • Eagle Wealth Strategies first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.