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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
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 $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

Evoke Wealth's ROK Position: Q1 2026 in Review

Evoke Wealth reduced its Rockwell Automation (ROK) stake by 11% in Q1 2026, selling an estimated $168K and leaving 3,571 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #237.

Evoke Wealth first reported a position in ROK in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.84M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Evoke Wealth held 3,571 shares of Rockwell Automation worth $1.28M as of Q1 2026.
  • Evoke Wealth sold 425 Rockwell Automation shares in Q1 2026, an estimated $168K.
  • Rockwell Automation made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #237 holding.
  • Evoke Wealth first reported a position in Rockwell Automation in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Rockwell Automation position peaked at $1.84M in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.