IWM
ROK icon

IHT Wealth Management’s Rockwell Automation ROK Stock Holding History

IHT Wealth Management’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 		$2.73M Buy
5,504
+170
+3% +$74K 0.06% 325
2026
Q1 		$1.91M Buy
5,334
+1,799
+51% +$710K 0.04% 384
2025
Q4 		$1.38M Sell
3,535
-702
-17% -$264K 0.03% 448
2025
Q3 		$1.48M Sell
4,237
-531
-11% -$183K 0.04% 415
2025
Q2 		$1.58M Sell
4,768
-988
-17% -$281K 0.04% 366
2025
Q1 		$1.49M Buy
5,756
+3,256
+130% +$906K 0.05% 354
2024
Q4 		$714K Sell
2,500
-460
-16% -$129K 0.02% 559
2024
Q3 		$791K Buy
2,960
+285
+11% +$75.7K 0.02% 569
2024
Q2 		$736K Sell
2,675
-773
-22% -$209K 0.03% 514
2024
Q1 		$1M Buy
3,448
+178
+5% +$51.3K 0.04% 424
2023
Q4 		$1.02M Buy
3,270
+2,399
+275% +$672K 0.05% 382
2023
Q3 		$249K Sell
871
-555
-39% -$172K 0.01% 804
2023
Q2 		$470K Sell
1,426
-293
-17% -$84.6K 0.02% 561
2023
Q1 		$505K Sell
1,719
-311
-15% -$88.4K 0.03% 497
2022
Q4 		$523K Buy
2,030
+181
+10% +$45.4K 0.03% 482
2022
Q3 		$398K Buy
+1,849
New +$431K 0.03% 525
2021
Q3 		– Sell
-1,179
Closed -$337K – 943
2021
Q2 		$337K Buy
+1,179
New +$318K 0.02% 660
2017
Q3 		– Sell
-14
Closed -$28K – 1522
2017
Q2 		$28K Sell
14
-1
-7% -$158 0.01% 679
2017
Q1 		$2K Sell
15
-2
-12% -$299 ﹤0.01% 1097
2016
Q4 		$2K Buy
+17
New +$2.17K ﹤0.01% 1051

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

IHT Wealth Management's ROK Position: Q2 2026 in Review

IHT Wealth Management increased its Rockwell Automation (ROK) stake by 3.2% in Q2 2026, buying an estimated $74K and bringing the position to 5,504 shares worth $2.73M. The position accounts for 0.06% of the portfolio, ranked #325.

IHT Wealth Management first reported a position in ROK in Q4 2016 and has held it in 20 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • IHT Wealth Management held 5,504 shares of Rockwell Automation worth $2.73M as of Q2 2026.
  • IHT Wealth Management bought 170 Rockwell Automation shares in Q2 2026, an estimated $74K.
  • Rockwell Automation made up 0.06% of IHT Wealth Management's portfolio in Q2 2026, its #325 holding.
  • IHT Wealth Management first reported a position in Rockwell Automation in Q4 2016 and has held it in 20 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.