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Imprint Wealth’s Rockwell Automation ROK Stock Holding History

Imprint Wealth’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 		$2.87K Hold
8
– – 0.01% 208
2025
Q4 		$3.11K Sell
8
-8
-50% -$3.01K 0.01% 233
2025
Q3 		$5.59K Buy
+16
New +$5.53K 0.02% 236
2023
Q3 		– Sell
-3,808
Closed -$1.25M – 174
2023
Q2 		$1.25M Hold
3,808
– – 0.79% 36
2023
Q1 		$1.12M Buy
+3,808
New +$1.08M 0.74% 36

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

Imprint Wealth's ROK Position: Q1 2026 in Review

Imprint Wealth held its Rockwell Automation (ROK) position steady in Q1 2026 at 8 shares worth $2.87K. The position accounts for 0.01% of the portfolio, ranked #208.

Imprint Wealth first reported a position in ROK in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.25M in Q2 2023. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Imprint Wealth held 8 shares of Rockwell Automation worth $2.87K as of Q1 2026.
  • Imprint Wealth left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up 0.01% of Imprint Wealth's portfolio in Q1 2026, its #208 holding.
  • Imprint Wealth first reported a position in Rockwell Automation in Q1 2023 and has held it in 5 quarters since.
  • Imprint Wealth's Rockwell Automation position peaked at $1.25M in Q2 2023.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

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