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JPL Wealth Management’s Rockwell Automation ROK Stock Holding History

JPL 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 		$8.97K Buy
+25
New +$9.87K ﹤0.01% 555
2025
Q4 		– Sell
-20
Closed -$6.99K – 908
2025
Q3 		$6.99K Buy
+20
New +$6.91K ﹤0.01% 598

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

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

JPL Wealth Management opened a new position in Rockwell Automation (ROK) in Q1 2026: 25 shares worth $8.97K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ROK as recently as Q3 2025.

JPL Wealth Management first reported a position in ROK in Q3 2025 and has held it in 2 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • JPL Wealth Management held 25 shares of Rockwell Automation worth $8.97K as of Q1 2026.
  • Rockwell Automation was a new JPL Wealth Management position in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #555 holding.
  • JPL Wealth Management first reported a position in Rockwell Automation in Q3 2025 and has held it in 2 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.