JSW
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Journey Strategic Wealth’s Rockwell Automation ROK Stock Holding History

Journey Strategic 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 		$237K Sell
661
-72
-10% -$28.4K 0.01% 680
2025
Q4 		$285K Buy
733
+106
+17% +$39.8K 0.01% 529
2025
Q3 		$219K Buy
+627
New +$217K 0.01% 622

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

Journey Strategic Wealth's ROK Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Rockwell Automation (ROK) stake by 9.8% in Q1 2026, selling an estimated $28.4K and leaving 661 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #680.

Journey Strategic Wealth first reported a position in ROK in Q3 2025 and has held it in 3 quarters since. The position peaked at $285K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Journey Strategic Wealth held 661 shares of Rockwell Automation worth $237K as of Q1 2026.
  • Journey Strategic Wealth sold 72 Rockwell Automation shares in Q1 2026, an estimated $28.4K.
  • Rockwell Automation made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #680 holding.
  • Journey Strategic Wealth first reported a position in Rockwell Automation in Q3 2025 and has held it in 3 quarters since.
  • Journey Strategic Wealth's Rockwell Automation position peaked at $285K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.