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Meridian Wealth Management’s Rockwell Automation ROK Stock Holding History

Meridian 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 		$573K Sell
1,157
-24
-2% -$10.4K 0.02% 514
2026
Q1 		$424K Sell
1,181
-300
-20% -$118K 0.01% 555
2025
Q4 		$576K Buy
+1,481
New +$557K 0.02% 470
2024
Q1 		– Sell
-1,885
Closed -$585K – 436
2023
Q4 		$585K Sell
1,885
-1,819
-49% -$510K 0.04% 349
2023
Q3 		$1.06M Buy
3,704
+2,621
+242% +$811K 0.06% 226
2023
Q2 		$357K Buy
+1,083
New +$313K 0.03% 395

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

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

Meridian Wealth Management reduced its Rockwell Automation (ROK) stake by 2% in Q2 2026, selling an estimated $10.4K and leaving 1,157 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #514.

Meridian Wealth Management first reported a position in ROK in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.06M in Q3 2023. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Meridian Wealth Management held 1,157 shares of Rockwell Automation worth $573K as of Q2 2026.
  • Meridian Wealth Management sold 24 Rockwell Automation shares in Q2 2026, an estimated $10.4K.
  • Rockwell Automation made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #514 holding.
  • Meridian Wealth Management first reported a position in Rockwell Automation in Q2 2023 and has held it in 6 quarters since.
  • Meridian Wealth Management's Rockwell Automation position peaked at $1.06M in Q3 2023.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.