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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
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 $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

Medallion Wealth Advisors's ROK Position: Q1 2026 in Review

Medallion Wealth Advisors held its Rockwell Automation (ROK) position steady in Q1 2026 at 10 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Medallion Wealth Advisors first reported a position in ROK in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.06K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Medallion Wealth Advisors held 10 shares of Rockwell Automation worth $3.76K as of Q1 2026.
  • Medallion Wealth Advisors left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #924 holding.
  • Medallion Wealth Advisors first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Rockwell Automation position peaked at $4.06K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.