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Financial Network Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Financial Network 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 		$7.43K Buy
+15
New +$6.53K 0.01% 528
2024
Q4 		– Sell
-325
Closed -$87.3K – 770
2024
Q3 		$87.3K Sell
325
-2
-0.6% -$531 0.07% 218
2024
Q2 		$90K Buy
+327
New +$88.2K 0.07% 234

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

Financial Network Wealth Advisors's ROK Position: Q2 2026 in Review

Financial Network Wealth Advisors opened a new position in Rockwell Automation (ROK) in Q2 2026: 15 shares worth $7.43K. The stake represents 0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: Financial Network Wealth Advisors previously reported a position in ROK as recently as Q3 2024.

Financial Network Wealth Advisors first reported a position in ROK in Q2 2024 and has held it in 3 quarters since. The position peaked at $90K in Q2 2024. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Financial Network Wealth Advisors held 15 shares of Rockwell Automation worth $7.43K as of Q2 2026.
  • Rockwell Automation was a new Financial Network Wealth Advisors position in Q2 2026.
  • Rockwell Automation made up 0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #528 holding.
  • Financial Network Wealth Advisors first reported a position in Rockwell Automation in Q2 2024 and has held it in 3 quarters since.
  • Financial Network Wealth Advisors's Rockwell Automation position peaked at $90K in Q2 2024.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.