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Maridea Wealth Management’s Rockwell Automation ROK Stock Holding History

Maridea 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 		$599K Buy
1,211
+77
+7% +$33.5K 0.06% 266
2026
Q1 		$407K Sell
1,134
-4,388
-79% -$1.73M 0.06% 281
2025
Q4 		$2.15M Buy
5,522
+4,710
+580% +$1.77M 0.32% 82
2025
Q3 		$286K Buy
+812
New +$280K 0.04% 331

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

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

Maridea Wealth Management increased its Rockwell Automation (ROK) stake by 6.8% in Q2 2026, buying an estimated $33.5K and bringing the position to 1,211 shares worth $599K. The position accounts for 0.06% of the portfolio, ranked #266.

Maridea Wealth Management first reported a position in ROK in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.15M in Q4 2025. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Maridea Wealth Management held 1,211 shares of Rockwell Automation worth $599K as of Q2 2026.
  • Maridea Wealth Management bought 77 Rockwell Automation shares in Q2 2026, an estimated $33.5K.
  • Rockwell Automation made up 0.06% of Maridea Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Maridea Wealth Management first reported a position in Rockwell Automation in Q3 2025 and has held it in 4 quarters since.
  • Maridea Wealth Management's Rockwell Automation position peaked at $2.15M in Q4 2025.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.