Meriwether Wealth & Planning’s Rockwell Automation ROK Stock Holding History

Meriwether Wealth & Planning’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 Q3	$100K	Buy	+230	New	+$102K	0.05%	183

Other funds holding ROK

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Meriwether Wealth & Planning's ROK Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Rockwell Automation (ROK) in Q3 2026: 230 shares worth $100K. The stake represents 0.05% of the portfolio and ranks #183 among its holdings.

394 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

Meriwether Wealth & Planning held 230 shares of Rockwell Automation worth $100K as of Q3 2026.
Rockwell Automation was a new Meriwether Wealth & Planning position in Q3 2026.
Rockwell Automation made up 0.05% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #183 holding.
394 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.