Empower Advisory Group
ROK icon

Empower Advisory Group’s Rockwell Automation ROK Stock Holding History

Empower Advisory Group’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 		$742K Sell
1,499
-25
-2% -$10.9K ﹤0.01% 289
2026
Q1 		$547K Sell
1,524
-636
-29% -$251K ﹤0.01% 314
2025
Q4 		$840K Buy
2,160
+636
+42% +$239K ﹤0.01% 275
2025
Q3 		$533K Buy
1,524
+589
+63% +$203K ﹤0.01% 333
2025
Q2 		$311K Buy
+935
New +$266K ﹤0.01% 405
2025
Q1 		– Sell
-784
Closed -$224K – 512
2024
Q4 		$224K Sell
784
-163
-17% -$45.8K ﹤0.01% 461
2024
Q3 		$254K Sell
947
-43
-4% -$11.4K ﹤0.01% 432
2024
Q2 		$273K Sell
990
-132
-12% -$35.6K ﹤0.01% 418
2024
Q1 		$327K Buy
1,122
+132
+13% +$38K ﹤0.01% 386
2023
Q4 		$307K Sell
990
-7
-0.7% -$1.96K ﹤0.01% 391
2023
Q3 		$285K Sell
997
-80
-7% -$24.7K ﹤0.01% 391
2023
Q2 		$355K Sell
1,077
-511
-32% -$148K ﹤0.01% 356
2023
Q1 		$463K Buy
+1,588
New +$452K ﹤0.01% 316

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

Empower Advisory Group's ROK Position: Q2 2026 in Review

Empower Advisory Group reduced its Rockwell Automation (ROK) stake by 1.6% in Q2 2026, selling an estimated $10.9K and leaving 1,499 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Empower Advisory Group first reported a position in ROK in Q1 2023 and has held it in 13 quarters since. The position peaked at $840K in Q4 2025. 1,539 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Empower Advisory Group held 1,499 shares of Rockwell Automation worth $742K as of Q2 2026.
  • Empower Advisory Group sold 25 Rockwell Automation shares in Q2 2026, an estimated $10.9K.
  • Rockwell Automation made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #289 holding.
  • Empower Advisory Group first reported a position in Rockwell Automation in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Rockwell Automation position peaked at $840K in Q4 2025.
  • 1,539 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.