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IAG Wealth Partners’s Rockwell Automation ROK Stock Holding History

IAG Wealth Partners’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 		$44.5K Hold
124
– – 0.01% 222
2025
Q4 		$48.3K Hold
124
– – 0.01% 212
2025
Q3 		$43.4K Hold
124
– – 0.01% 228
2025
Q2 		$41.2K Hold
124
– – 0.01% 212
2025
Q1 		$32.1K Hold
124
– – 0.01% 229
2024
Q4 		$35.5K Hold
124
– – 0.01% 218
2024
Q3 		$33.3K Sell
124
-25
-17% -$6.64K 0.01% 230
2024
Q2 		$41K Hold
149
– – 0.01% 195
2024
Q1 		$43.4K Hold
149
– – 0.01% 175
2023
Q4 		$46.3K Hold
149
– – 0.01% 165
2023
Q3 		$42.6K Hold
149
– – 0.01% 159
2023
Q2 		$49.1K Sell
149
-22
-13% -$6.35K 0.01% 160
2023
Q1 		$50.2K Hold
171
– – 0.01% 144
2022
Q4 		$44.1K Hold
171
– – 0.01% 148
2022
Q3 		$37K Hold
171
– – 0.01% 151
2022
Q2 		$34K Hold
171
– – 0.01% 160
2022
Q1 		$48K Hold
171
– – 0.02% 143
2021
Q4 		$60K Sell
171
-1
-0.6% -$331 0.02% 121
2021
Q3 		$51K Sell
172
-34
-17% -$10.4K 0.02% 123
2021
Q2 		$59K Buy
206
+20
+11% +$5.39K 0.02% 109
2021
Q1 		$50K Sell
186
-40
-18% -$10.2K 0.02% 113
2020
Q4 		$57K Hold
226
– – 0.02% 103
2020
Q3 		$50K Hold
226
– – 0.02% 105
2020
Q2 		$48K Buy
226
+25
+12% +$4.84K 0.02% 106
2020
Q1 		$31K Hold
201
– – 0.02% 121
2019
Q4 		$41K Buy
+201
New +$37.2K 0.03% 119

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

IAG Wealth Partners's ROK Position: Q1 2026 in Review

IAG Wealth Partners held its Rockwell Automation (ROK) position steady in Q1 2026 at 124 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #222.

IAG Wealth Partners first reported a position in ROK in Q4 2019 and has held it in 26 quarters since. The position peaked at $60K in Q4 2021. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • IAG Wealth Partners held 124 shares of Rockwell Automation worth $44.5K as of Q1 2026.
  • IAG Wealth Partners left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #222 holding.
  • IAG Wealth Partners first reported a position in Rockwell Automation in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Rockwell Automation position peaked at $60K in Q4 2021.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.