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Evoke Wealth’s Rockwell Automation ROK Stock Holding History

Evoke Wealth’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 		– Sell
-3,571
Closed -$1.28M – 506
2026
Q1 		$1.28M Sell
3,571
-425
-11% -$168K 0.02% 237
2025
Q4 		$1.55M Sell
3,996
-263
-6% -$98.9K 0.03% 220
2025
Q3 		$1.49M Sell
4,259
-1,285
-23% -$444K 0.03% 206
2025
Q2 		$1.84M Sell
5,544
-183
-3% -$52.1K 0.04% 160
2025
Q1 		$1.48M Sell
5,727
-169
-3% -$47K 0.04% 163
2024
Q4 		$1.69M Buy
5,896
+3,606
+157% +$1.01M 0.05% 143
2024
Q3 		$615K Buy
+2,290
New +$608K 0.02% 231
2024
Q2 		– Sell
-4,012
Closed -$1.17M – 322
2024
Q1 		$1.17M Buy
+4,012
New +$1.16M 0.03% 165
2023
Q4 		– Sell
-2,315
Closed -$662K – 293
2023
Q3 		$662K Buy
2,315
+3
+0.1% +$928 0.02% 213
2023
Q2 		$762K Buy
2,312
+33
+1% +$9.53K 0.03% 180
2023
Q1 		$669K Sell
2,279
-206
-8% -$58.6K 0.02% 187
2022
Q4 		$640K Sell
2,485
-303
-11% -$76.1K 0.02% 195
2022
Q3 		$600K Buy
2,788
+480
+21% +$112K 0.02% 196
2022
Q2 		$460K Buy
2,308
+246
+12% +$55.6K 0.02% 232
2022
Q1 		$577K Buy
2,062
+7
+0.3% +$2.01K 0.02% 219
2021
Q4 		$717K Sell
2,055
-100
-5% -$33.1K 0.02% 209
2021
Q3 		$633K Hold
2,155
– – 0.02% 209
2021
Q2 		$616K Hold
2,155
– – 0.02% 221
2021
Q1 		$572K Hold
2,155
– – 0.03% 200
2020
Q4 		$541K Hold
2,155
– – 0.04% 145
2020
Q3 		$476K Sell
2,155
-100
-4% -$22.3K 0.04% 136
2020
Q2 		$480K Sell
2,255
-4
-0.2% -$774 0.05% 116
2020
Q1 		$341K Sell
2,259
-174
-7% -$32.3K 0.05% 128
2019
Q4 		$493K Buy
2,433
+132
+6% +$24.5K 0.06% 124
2019
Q3 		$379K Buy
+2,301
New +$364K 0.05% 170

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

Evoke Wealth's ROK Position: Q2 2026 in Review

Evoke Wealth sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 3,571 shares — an estimated $1.28M sold.

Evoke Wealth first reported a position in ROK in Q3 2019 and held it in 25 quarters. The position peaked at $1.84M in Q2 2025. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Evoke Wealth reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,571 Rockwell Automation shares in Q2 2026, an estimated $1.28M.
  • Evoke Wealth first reported a position in Rockwell Automation in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Rockwell Automation position peaked at $1.84M in Q2 2025.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.