LeConte Wealth Management’s Rockwell Automation ROK Stock Holding History

LeConte 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 Q3	$222K	Buy	+509	New	+$226K	0.12%	165

Other funds holding ROK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LeConte Wealth Management's ROK Position: Q3 2026 in Review

LeConte Wealth Management opened a new position in Rockwell Automation (ROK) in Q3 2026: 509 shares worth $222K. The stake represents 0.12% of the portfolio and ranks #165 among its holdings.

985 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

LeConte Wealth Management held 509 shares of Rockwell Automation worth $222K as of Q3 2026.
Rockwell Automation was a new LeConte Wealth Management position in Q3 2026.
Rockwell Automation made up 0.12% of LeConte Wealth Management's portfolio in Q3 2026, its #165 holding.
985 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.