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Moran Wealth Management’s Rockwell Automation ROK Stock Holding History

Moran 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 		– Sell
-1,199
Closed -$466K – 549
2025
Q4 		$466K Sell
1,199
-572
-32% -$215K 0.01% 405
2025
Q3 		$619K Sell
1,771
-181
-9% -$62.5K 0.02% 386
2025
Q2 		$648K Sell
1,952
-267
-12% -$76.1K 0.02% 367
2025
Q1 		$573K Sell
2,219
-192
-8% -$53.4K 0.02% 362
2024
Q4 		$689K Buy
2,411
+69
+3% +$19.4K 0.02% 337
2024
Q3 		$629K Buy
2,342
+48
+2% +$12.7K 0.02% 357
2024
Q2 		$631K Buy
2,294
+1,057
+85% +$285K 0.02% 323
2024
Q1 		$360K Buy
1,237
+506
+69% +$146K 0.01% 363
2023
Q4 		$227K Buy
+731
New +$205K 0.01% 390

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

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

Moran Wealth Management sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 1,199 shares — an estimated $466K sold.

Moran Wealth Management first reported a position in ROK in Q4 2023 and held it in 9 quarters. The position peaked at $689K in Q4 2024. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Moran Wealth Management reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 1,199 Rockwell Automation shares in Q1 2026, an estimated $466K.
  • Moran Wealth Management first reported a position in Rockwell Automation in Q4 2023 and held it in 9 quarters.
  • Moran Wealth Management's Rockwell Automation position peaked at $689K in Q4 2024.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.