MWM
ROK icon

Mascoma Wealth Management’s Rockwell Automation ROK Stock Holding History

Mascoma 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 		$24.8K Hold
50
– – ﹤0.01% 242
2026
Q1 		$17.9K Hold
50
– – ﹤0.01% 271
2025
Q4 		$19.5K Hold
50
– – ﹤0.01% 262
2025
Q3 		$17.5K Hold
50
– – ﹤0.01% 273
2025
Q2 		$16.6K Hold
50
– – ﹤0.01% 276
2025
Q1 		$12.9K Hold
50
– – ﹤0.01% 305
2024
Q4 		$14.3K Hold
50
– – ﹤0.01% 309
2024
Q3 		$13.4K Hold
50
– – ﹤0.01% 304
2024
Q2 		$13.8K Hold
50
– – ﹤0.01% 299
2024
Q1 		$14.6K Hold
50
– – ﹤0.01% 280
2023
Q4 		$15.5K Hold
50
– – ﹤0.01% 287
2023
Q3 		$14.3K Hold
50
– – ﹤0.01% 298
2023
Q2 		$15.3K Hold
50
– – ﹤0.01% 289
2023
Q1 		$14.2K Hold
50
– – ﹤0.01% 370
2022
Q4 		$12.9K Hold
50
– – ﹤0.01% 376
2022
Q3 		$11K Hold
50
– – ﹤0.01% 391
2022
Q2 		$10K Hold
50
– – ﹤0.01% 420
2022
Q1 		$14K Hold
50
– – ﹤0.01% 407
2021
Q4 		$17K Hold
50
– – 0.01% 351
2021
Q3 		$15K Buy
+50
New +$15.4K 0.01% 313
2021
Q2 		– Sell
-50
Closed -$13K – 365
2021
Q1 		$13K Buy
+50
New +$12.8K 0.01% 328

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

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

Mascoma Wealth Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 50 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Mascoma Wealth Management first reported a position in ROK in Q1 2021 and has held it in 21 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Mascoma Wealth Management held 50 shares of Rockwell Automation worth $24.8K as of Q2 2026.
  • Mascoma Wealth Management left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Mascoma Wealth Management first reported a position in Rockwell Automation in Q1 2021 and has held it in 21 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.