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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
Q2 		$28.2K Sell
57
-67
-54% -$29.1K ﹤0.01% 270
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IAG Wealth Partners's ROK Position: Q2 2026 in Review

IAG Wealth Partners reduced its Rockwell Automation (ROK) stake by 54% in Q2 2026, selling an estimated $29.1K and leaving 57 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

IAG Wealth Partners first reported a position in ROK in Q4 2019 and has held it in 27 quarters since. The position peaked at $60K in Q4 2021. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • IAG Wealth Partners held 57 shares of Rockwell Automation worth $28.2K as of Q2 2026.
  • IAG Wealth Partners sold 67 Rockwell Automation shares in Q2 2026, an estimated $29.1K.
  • Rockwell Automation made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #270 holding.
  • IAG Wealth Partners first reported a position in Rockwell Automation in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's Rockwell Automation position peaked at $60K in Q4 2021.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.