Focused Wealth Management’s Rockwell Automation ROK Stock Holding History

Focused Wealth Management’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	$251K	Buy	+700	New	+$276K	0.03%	168

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focused Wealth Management's ROK Position: Q1 2026 in Review

Focused Wealth Management opened a new position in Rockwell Automation (ROK) in Q1 2026: 2 shares worth $718. The stake represents ﹤0.01% of the portfolio and ranks #228 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in ROK as recently as Q2 2023.

Focused Wealth Management first reported a position in ROK in Q1 2018 and has held it in 15 quarters since. The position peaked at $886K in Q1 2018. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Focused Wealth Management held 2 shares of Rockwell Automation worth $718 as of Q1 2026.
Rockwell Automation was a new Focused Wealth Management position in Q1 2026.
Rockwell Automation made up ﹤0.01% of Focused Wealth Management's portfolio in Q1 2026, its #228 holding.
Focused Wealth Management first reported a position in Rockwell Automation in Q1 2018 and has held it in 15 quarters since.
Focused Wealth Management's Rockwell Automation position peaked at $886K in Q1 2018.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.