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Kingsview Wealth Management’s Rockwell Automation ROK Stock Holding History

Kingsview 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 		$714K Sell
1,442
-507
-26% -$221K 0.01% 855
2026
Q1 		$700K Sell
1,949
-88
-4% -$34.7K 0.01% 786
2025
Q4 		$793K Sell
2,037
-12
-0.6% -$4.51K 0.01% 699
2025
Q3 		$716K Buy
2,049
+140
+7% +$48.4K 0.01% 701
2025
Q2 		$634K Sell
1,909
-140
-7% -$39.9K 0.01% 689
2025
Q1 		$529K Sell
2,049
-78
-4% -$21.7K 0.01% 708
2024
Q4 		$608K Buy
2,127
+23
+1% +$6.47K 0.01% 681
2024
Q3 		$565K Sell
2,104
-352
-14% -$93.4K 0.01% 674
2024
Q2 		$676K Sell
2,456
-274
-10% -$73.9K 0.02% 599
2024
Q1 		$795K Buy
2,730
+142
+5% +$40.9K 0.02% 558
2023
Q4 		$804K Sell
2,588
-29
-1% -$8.13K 0.02% 526
2023
Q3 		$748K Buy
2,617
+133
+5% +$41.1K 0.03% 511
2023
Q2 		$818K Buy
2,484
+307
+14% +$88.6K 0.03% 468
2023
Q1 		$639K Buy
2,177
+109
+5% +$31K 0.03% 512
2022
Q4 		$533K Buy
2,068
+410
+25% +$103K 0.02% 493
2022
Q3 		$357K Buy
1,658
+607
+58% +$142K 0.02% 589
2022
Q2 		$210K Sell
1,051
-282
-21% -$63.7K 0.01% 755
2022
Q1 		$373K Buy
1,333
+212
+19% +$60.9K 0.02% 642
2021
Q4 		$391K Buy
1,121
+296
+36% +$98K 0.02% 647
2021
Q3 		$243K Buy
825
+57
+7% +$17.5K 0.01% 745
2021
Q2 		$219K Buy
768
+4
+0.5% +$1.08K 0.01% 804
2021
Q1 		$201K Sell
764
-115
-13% -$29.3K 0.01% 774
2020
Q4 		$221K Sell
879
-1,069
-55% -$261K 0.02% 621
2020
Q3 		$430K Buy
1,948
+969
+99% +$216K 0.04% 400
2020
Q2 		$209K Buy
+979
New +$189K 0.02% 525

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

Kingsview Wealth Management's ROK Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Rockwell Automation (ROK) stake by 26% in Q2 2026, selling an estimated $221K and leaving 1,442 shares worth $714K. The position accounts for 0.01% of the portfolio, ranked #855.

Kingsview Wealth Management first reported a position in ROK in Q2 2020 and has held it in 25 quarters since. The position peaked at $818K in Q2 2023. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Kingsview Wealth Management held 1,442 shares of Rockwell Automation worth $714K as of Q2 2026.
  • Kingsview Wealth Management sold 507 Rockwell Automation shares in Q2 2026, an estimated $221K.
  • Rockwell Automation made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #855 holding.
  • Kingsview Wealth Management first reported a position in Rockwell Automation in Q2 2020 and has held it in 25 quarters since.
  • Kingsview Wealth Management's Rockwell Automation position peaked at $818K in Q2 2023.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.