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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Empower Advisory Group's ROK Position: Q1 2026 in Review

Empower Advisory Group reduced its Rockwell Automation (ROK) stake by 29% in Q1 2026, selling an estimated $251K and leaving 1,524 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Empower Advisory Group first reported a position in ROK in Q1 2023 and has held it in 12 quarters since. The position peaked at $840K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Empower Advisory Group held 1,524 shares of Rockwell Automation worth $547K as of Q1 2026.
  • Empower Advisory Group sold 636 Rockwell Automation shares in Q1 2026, an estimated $251K.
  • Rockwell Automation made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #314 holding.
  • Empower Advisory Group first reported a position in Rockwell Automation in Q1 2023 and has held it in 12 quarters since.
  • Empower Advisory Group's Rockwell Automation position peaked at $840K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.