IWA
ROK icon

Icon Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Icon 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
Q2 		$261K Buy
+527
New +$229K 0.02% 367
2025
Q4 		– Sell
-510
Closed -$178K – 496
2025
Q3 		$178K Sell
510
-272
-35% -$93.9K 0.01% 388
2025
Q2 		$260K Hold
782
– – 0.02% 328
2025
Q1 		$202K Hold
782
– – 0.02% 352
2024
Q4 		$224K Sell
782
-1
-0.1% -$281 0.02% 353
2024
Q3 		$210K Hold
783
– – 0.02% 349
2024
Q2 		$218K Buy
+783
New +$211K 0.02% 320

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

Icon Wealth Advisors's ROK Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in Rockwell Automation (ROK) in Q2 2026: 527 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #367 among its holdings. This is a return to the name: Icon Wealth Advisors previously reported a position in ROK as recently as Q3 2025.

Icon Wealth Advisors first reported a position in ROK in Q2 2024 and has held it in 7 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Icon Wealth Advisors held 527 shares of Rockwell Automation worth $261K as of Q2 2026.
  • Rockwell Automation was a new Icon Wealth Advisors position in Q2 2026.
  • Rockwell Automation made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #367 holding.
  • Icon Wealth Advisors first reported a position in Rockwell Automation in Q2 2024 and has held it in 7 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.