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Medallion Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Medallion Wealth Advisors’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 		$5.2K Buy
11
+1
+10% +$435 ﹤0.01% 853
2026
Q1 		$3.76K Hold
10
– – ﹤0.01% 924
2025
Q4 		$4.06K Hold
10
– – ﹤0.01% 900
2025
Q3 		$3.64K Hold
10
– – ﹤0.01% 910
2025
Q2 		$3.51K Hold
10
– – ﹤0.01% 889
2025
Q1 		$2.67K Hold
10
– – ﹤0.01% 883
2024
Q4 		$2.94K Buy
+10
New +$2.81K ﹤0.01% 810

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

Medallion Wealth Advisors's ROK Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Rockwell Automation (ROK) stake by 10% in Q2 2026, buying an estimated $435 and bringing the position to 11 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Medallion Wealth Advisors first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Medallion Wealth Advisors held 11 shares of Rockwell Automation worth $5.2K as of Q2 2026.
  • Medallion Wealth Advisors bought 1 Rockwell Automation share in Q2 2026, an estimated $435.
  • Rockwell Automation made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #853 holding.
  • Medallion Wealth Advisors first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.