Marble Wealth’s Rockwell Automation ROK Stock Holding History

Marble 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 Q2	$1.11M	Sell	2,245 -27	-1%	-$11.7K	0.17%	91
2026 Q1	$815K	Sell	2,272 -183	-7%	-$72.2K	0.14%	105
2025 Q4	$955K	Buy	+2,455	New	+$923K	0.13%	113

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marble Wealth's ROK Position: Q2 2026 in Review

Marble Wealth reduced its Rockwell Automation (ROK) stake by 1.2% in Q2 2026, selling an estimated $11.7K and leaving 2,245 shares worth $1.11M. The position accounts for 0.17% of the portfolio, ranked #91.

Marble Wealth first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. 1,534 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Marble Wealth held 2,245 shares of Rockwell Automation worth $1.11M as of Q2 2026.
Marble Wealth sold 27 Rockwell Automation shares in Q2 2026, an estimated $11.7K.
Rockwell Automation made up 0.17% of Marble Wealth's portfolio in Q2 2026, its #91 holding.
Marble Wealth first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
1,534 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.