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Institute for Wealth Management’s Rockwell Automation ROK Stock Holding History

Institute for 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 		$171K Buy
+346
New +$151K 0.02% 549

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

Institute for Wealth Management's ROK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Rockwell Automation (ROK) in Q2 2026: 346 shares worth $171K. The stake represents 0.02% of the portfolio and ranks #549 among its holdings.

1,529 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Institute for Wealth Management held 346 shares of Rockwell Automation worth $171K as of Q2 2026.
  • Rockwell Automation was a new Institute for Wealth Management position in Q2 2026.
  • Rockwell Automation made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #549 holding.
  • 1,529 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.