Gerber Kawasaki Wealth & Investment Management’s Rockwell Automation ROK Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$253K	Sell	510 -49	-9%	-$21.3K	0.01%	319
2026 Q1	$201K	Buy	559 +1	+0.2%	+$395	0.01%	335
2025 Q4	$217K	Buy	+558	New	+$210K	0.01%	313
2021 Q4	–	Sell	-3	Closed	-$3K	–	914
2021 Q3	$3K	Buy	+3	New	+$921	﹤0.01%	851

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ROK Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Rockwell Automation (ROK) stake by 8.8% in Q2 2026, selling an estimated $21.3K and leaving 510 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #319.

Gerber Kawasaki Wealth & Investment Management first reported a position in ROK in Q3 2021 and has held it in 4 quarters since. 1,104 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 510 shares of Rockwell Automation worth $253K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 49 Rockwell Automation shares in Q2 2026, an estimated $21.3K.
Rockwell Automation made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #319 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Rockwell Automation in Q3 2021 and has held it in 4 quarters since.
1,104 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.