IMG Wealth Management’s Rockwell Automation ROK Stock Holding History

IMG 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	–	Sell	-6	Closed	-$2.33K	–	592
2025 Q4	$2.33K	Buy	6 +2	+50%	+$752	﹤0.01%	498
2025 Q3	$1.4K	Buy	+4	New	+$1.38K	﹤0.01%	481

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

IMG Wealth Management sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 6 shares — an estimated $2.33K sold.

IMG Wealth Management first reported a position in ROK in Q3 2025 and held it in 2 quarters. The position peaked at $2.33K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

IMG Wealth Management reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
IMG Wealth Management sold 6 Rockwell Automation shares in Q1 2026, an estimated $2.33K.
IMG Wealth Management first reported a position in Rockwell Automation in Q3 2025 and held it in 2 quarters.
IMG Wealth Management's Rockwell Automation position peaked at $2.33K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

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