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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
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 $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

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

Meridian Wealth Management reduced its Rockwell Automation (ROK) stake by 20% in Q1 2026, selling an estimated $118K and leaving 1,181 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #555.

Meridian Wealth Management first reported a position in ROK in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.06M in Q3 2023. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Meridian Wealth Management held 1,181 shares of Rockwell Automation worth $424K as of Q1 2026.
  • Meridian Wealth Management sold 300 Rockwell Automation shares in Q1 2026, an estimated $118K.
  • Rockwell Automation made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #555 holding.
  • Meridian Wealth Management first reported a position in Rockwell Automation in Q2 2023 and has held it in 5 quarters since.
  • Meridian Wealth Management's Rockwell Automation position peaked at $1.06M in Q3 2023.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.