Mindset Wealth Management’s Rockwell Automation ROK Stock Holding History

Mindset 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	$1.19M	Buy	+3,303	New	+$1.3M	0.32%	37

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mindset Wealth Management opened a new position in Rockwell Automation (ROK) in Q1 2026: 3,303 shares worth $1.19M. The stake represents 0.32% of the portfolio and ranks #37 among its holdings.

1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Mindset Wealth Management held 3,303 shares of Rockwell Automation worth $1.19M as of Q1 2026.
Rockwell Automation was a new Mindset Wealth Management position in Q1 2026.
Rockwell Automation made up 0.32% of Mindset Wealth Management's portfolio in Q1 2026, its #37 holding.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.