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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Foguth Wealth Management's ROK Position: Q2 2026 in Review

Foguth Wealth Management increased its Rockwell Automation (ROK) stake by 4.5% in Q2 2026, buying an estimated $11.3K and bringing the position to 602 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #183.

Foguth Wealth Management first reported a position in ROK in Q1 2024 and has held it in 9 quarters since. 376 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Foguth Wealth Management held 602 shares of Rockwell Automation worth $276K as of Q2 2026.
Foguth Wealth Management bought 26 Rockwell Automation shares in Q2 2026, an estimated $11.3K.
Rockwell Automation made up 0.03% of Foguth Wealth Management's portfolio in Q2 2026, its #183 holding.
Foguth Wealth Management first reported a position in Rockwell Automation in Q1 2024 and has held it in 9 quarters since.
376 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.