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Laurel Wealth Advisors (North Carolina)’s Rockwell Automation ROK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-141
Closed -$54.9K – 539
2025
Q4 		$54.9K Buy
+141
New +$53K 0.01% 315
2025
Q2 		– Sell
-141
Closed -$36.4K – 561
2025
Q1 		$36.4K Hold
141
– – 0.01% 346
2024
Q4 		$40.3K Hold
141
– – 0.01% 331
2024
Q3 		$37.9K Hold
141
– – 0.01% 337
2024
Q2 		$38.8K Hold
141
– – 0.01% 310
2024
Q1 		$41.1K Hold
141
– – 0.01% 315
2023
Q4 		$43.8K Hold
141
– – 0.01% 290
2023
Q3 		$40.3K Hold
141
– – 0.01% 293
2023
Q2 		$46.5K Hold
141
– – 0.01% 290
2023
Q1 		$41.4K Buy
+141
New +$40.1K 0.01% 298

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

Laurel Wealth Advisors (North Carolina)'s ROK Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 141 shares — an estimated $54.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ROK in Q1 2023 and held it in 10 quarters. The position peaked at $54.9K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 141 Rockwell Automation shares in Q1 2026, an estimated $54.9K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Rockwell Automation in Q1 2023 and held it in 10 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Rockwell Automation position peaked at $54.9K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.