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Mission Wealth Management’s Rockwell Automation ROK Stock Holding History

Mission 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 		$272K Buy
+550
New +$239K ﹤0.01% 913
2022
Q2 		– Sell
-916
Closed -$257K – 549
2022
Q1 		$257K Sell
916
-3
-0.3% -$862 0.01% 455
2021
Q4 		$321K Buy
919
+19
+2% +$6.29K 0.01% 418
2021
Q3 		$265K Buy
+900
New +$276K 0.01% 442

Other funds holding ROK

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Mission Wealth Management opened a new position in Rockwell Automation (ROK) in Q2 2026: 550 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in ROK as recently as Q1 2022.

Mission Wealth Management first reported a position in ROK in Q3 2021 and has held it in 4 quarters since. The position peaked at $321K in Q4 2021. 253 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Mission Wealth Management held 550 shares of Rockwell Automation worth $272K as of Q2 2026.
  • Rockwell Automation was a new Mission Wealth Management position in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #913 holding.
  • Mission Wealth Management first reported a position in Rockwell Automation in Q3 2021 and has held it in 4 quarters since.
  • Mission Wealth Management's Rockwell Automation position peaked at $321K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.