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GoalVest Advisory’s Rockwell Automation ROK Stock Holding History

GoalVest Advisory’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 		$15.7K Buy
+36
New +$16K ﹤0.01% 358
2025
Q1 		– Sell
-7
Closed -$2K – 532
2024
Q4 		$2K Buy
+7
New +$1.97K ﹤0.01% 343
2022
Q2 		– Sell
-2
Closed -$1K – 496
2022
Q1 		$1K Buy
+2
New +$575 ﹤0.01% 357

Other funds holding ROK

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

GoalVest Advisory's ROK Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Rockwell Automation (ROK) in Q3 2026: 36 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #358 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in ROK as recently as Q4 2024.

GoalVest Advisory first reported a position in ROK in Q1 2022 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • GoalVest Advisory held 36 shares of Rockwell Automation worth $15.7K as of Q3 2026.
  • Rockwell Automation was a new GoalVest Advisory position in Q3 2026.
  • Rockwell Automation made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #358 holding.
  • GoalVest Advisory first reported a position in Rockwell Automation in Q1 2022 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.