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EverSource Wealth Advisors’s Rockwell Automation ROK Stock Holding History

EverSource Wealth Advisors’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 		$360K Sell
727
-399
-35% -$174K 0.01% 719
2026
Q1 		$404K Buy
1,126
+177
+19% +$69.8K 0.01% 701
2025
Q4 		$369K Sell
949
-22
-2% -$8.27K 0.01% 653
2025
Q3 		$339K Buy
971
+172
+22% +$59.4K 0.01% 669
2025
Q2 		$265K Buy
799
+192
+32% +$54.7K 0.01% 734
2025
Q1 		$157K Buy
607
+36
+6% +$10K 0.01% 752
2024
Q4 		$163K Buy
571
+5
+0.9% +$1.41K 0.01% 729
2024
Q3 		$152K Buy
566
+13
+2% +$3.45K 0.01% 648
2024
Q2 		$154K Sell
553
-23
-4% -$6.21K 0.01% 648
2024
Q1 		$156K Buy
576
+4
+0.7% +$1.15K 0.01% 569
2023
Q4 		$178K Sell
572
-1
-0.2% -$280 0.02% 465
2023
Q3 		$164K Sell
573
-64
-10% -$19.8K 0.02% 442
2023
Q2 		$210K Sell
637
-9
-1% -$2.6K 0.02% 389
2023
Q1 		$190K Sell
646
-75
-10% -$21.3K 0.02% 376
2022
Q4 		$186K Sell
721
-449
-38% -$113K 0.03% 364
2022
Q3 		$252K Sell
1,170
-248
-17% -$57.8K 0.06% 263
2022
Q2 		$283K Buy
1,418
+109
+8% +$24.6K 0.07% 216
2022
Q1 		$366K Buy
1,309
+350
+36% +$101K 0.09% 186
2021
Q4 		$335K Buy
+959
New +$318K 0.09% 162

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

EverSource Wealth Advisors's ROK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Rockwell Automation (ROK) stake by 35% in Q2 2026, selling an estimated $174K and leaving 727 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #719.

EverSource Wealth Advisors first reported a position in ROK in Q4 2021 and has held it in 19 quarters since. The position peaked at $404K in Q1 2026. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • EverSource Wealth Advisors held 727 shares of Rockwell Automation worth $360K as of Q2 2026.
  • EverSource Wealth Advisors sold 399 Rockwell Automation shares in Q2 2026, an estimated $174K.
  • Rockwell Automation made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #719 holding.
  • EverSource Wealth Advisors first reported a position in Rockwell Automation in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Rockwell Automation position peaked at $404K in Q1 2026.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.