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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
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 -$28 – 1522
2017
Q2 		$28 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 $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

IHT Wealth Management's ROK Position: Q1 2026 in Review

IHT Wealth Management increased its Rockwell Automation (ROK) stake by 51% in Q1 2026, buying an estimated $710K and bringing the position to 5,334 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #384.

IHT Wealth Management first reported a position in ROK in Q4 2016 and has held it in 19 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • IHT Wealth Management held 5,334 shares of Rockwell Automation worth $1.91M as of Q1 2026.
  • IHT Wealth Management bought 1,799 Rockwell Automation shares in Q1 2026, an estimated $710K.
  • Rockwell Automation made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #384 holding.
  • IHT Wealth Management first reported a position in Rockwell Automation in Q4 2016 and has held it in 19 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.