Foguth Wealth Management’s Rockwell Automation ROK Stock Holding History

Foguth 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 Q3	–	Sell	-602	Closed	-$276K	–	233
2026 Q2	$276K	Buy	602 +26	+5%	+$11.3K	0.03%	183
2026 Q1	$260K	Sell	576 -36	-6%	-$14.2K	0.03%	178
2025 Q4	$244K	Buy	+612	New	+$230K	0.04%	151
2025 Q2	$223K	Sell	670 -115	-15%	-$32.8K	0.05%	127
2025 Q1	$203K	Sell	785 -32	-4%	-$8.91K	0.05%	147
2024 Q4	$236K	Sell	817 -13	-2%	-$3.66K	0.06%	134
2024 Q3	$221K	Sell	830 -7	-0.8%	-$1.86K	0.08%	124
2024 Q2	$230K	Buy	837 +5	+0.6%	+$1.35K	0.1%	117
2024 Q1	$242K	Buy	+832	New	+$240K	0.13%	112

Other funds holding ROK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Foguth Wealth Management's ROK Position: Q3 2026 in Review

Foguth Wealth Management sold out of Rockwell Automation (ROK) in Q3 2026, closing a stake of 602 shares — an estimated $276K sold.

Foguth Wealth Management first reported a position in ROK in Q1 2024 and held it in 9 quarters. The position peaked at $276K in Q2 2026. 903 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

Foguth Wealth Management reported no remaining Rockwell Automation position as of Q3 2026 after selling out during the quarter.
Foguth Wealth Management sold 602 Rockwell Automation shares in Q3 2026, an estimated $276K.
Foguth Wealth Management first reported a position in Rockwell Automation in Q1 2024 and held it in 9 quarters.
Foguth Wealth Management's Rockwell Automation position peaked at $276K in Q2 2026.
903 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.