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Independent Advisor Alliance’s Rockwell Automation ROK Stock Holding History

Independent Advisor Alliance’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 		$235K Sell
655
-2
-0.3% -$789 ﹤0.01% 1431
2025
Q4 		$256K Sell
657
-9
-1% -$3.38K 0.01% 847
2025
Q3 		$233K Buy
666
+25
+4% +$8.63K 0.01% 842
2025
Q2 		$213K Buy
+641
New +$183K 0.01% 826

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

Independent Advisor Alliance's ROK Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Rockwell Automation (ROK) stake by 0.3% in Q1 2026, selling an estimated $789 and leaving 655 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Independent Advisor Alliance first reported a position in ROK in Q2 2025 and has held it in 4 quarters since. The position peaked at $256K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Independent Advisor Alliance held 655 shares of Rockwell Automation worth $235K as of Q1 2026.
  • Independent Advisor Alliance sold 2 Rockwell Automation shares in Q1 2026, an estimated $789.
  • Rockwell Automation made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1431 holding.
  • Independent Advisor Alliance first reported a position in Rockwell Automation in Q2 2025 and has held it in 4 quarters since.
  • Independent Advisor Alliance's Rockwell Automation position peaked at $256K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.