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Heritage Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Heritage Wealth Advisors’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 		$2.15K Buy
+6
New +$2.37K ﹤0.01% 621
2025
Q1 		– Sell
-15
Closed -$4.29K – 635
2024
Q4 		$4.29K Buy
15
+3
+25% +$844 ﹤0.01% 508
2024
Q3 		$3.22K Buy
+12
New +$3.19K ﹤0.01% 520
2020
Q1 		– Sell
-6
Closed -$1.22K – 558
2019
Q4 		$1.22K Buy
+6
New +$1.11K ﹤0.01% 649

Other funds holding ROK

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Advisors's ROK Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in Rockwell Automation (ROK) in Q1 2026: 6 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in ROK as recently as Q4 2024.

Heritage Wealth Advisors first reported a position in ROK in Q4 2019 and has held it in 4 quarters since. The position peaked at $4.29K in Q4 2024. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Heritage Wealth Advisors held 6 shares of Rockwell Automation worth $2.15K as of Q1 2026.
  • Rockwell Automation was a new Heritage Wealth Advisors position in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #621 holding.
  • Heritage Wealth Advisors first reported a position in Rockwell Automation in Q4 2019 and has held it in 4 quarters since.
  • Heritage Wealth Advisors's Rockwell Automation position peaked at $4.29K in Q4 2024.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.