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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
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 $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

Maridea Wealth Management's ROK Position: Q1 2026 in Review

Maridea Wealth Management reduced its Rockwell Automation (ROK) stake by 79% in Q1 2026, selling an estimated $1.73M and leaving 1,134 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #281.

Maridea Wealth Management first reported a position in ROK in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.15M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Maridea Wealth Management held 1,134 shares of Rockwell Automation worth $407K as of Q1 2026.
  • Maridea Wealth Management sold 4,388 Rockwell Automation shares in Q1 2026, an estimated $1.73M.
  • Rockwell Automation made up 0.06% of Maridea Wealth Management's portfolio in Q1 2026, its #281 holding.
  • Maridea Wealth Management first reported a position in Rockwell Automation in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's Rockwell Automation position peaked at $2.15M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.