North Ridge Wealth Advisors’s Rockwell Automation ROK Stock Holding History

North Ridge Wealth Advisors’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	$487K	Hold	1,358	–	–	0.27%	34
2025 Q4	$528K	Sell	1,358 -52	-4%	-$19.5K	0.3%	32
2025 Q3	$493K	Hold	1,410	–	–	0.28%	32
2025 Q2	$468K	Hold	1,410	–	–	0.29%	32
2025 Q1	$364K	Hold	1,410	–	–	0.24%	33
2024 Q4	$403K	Hold	1,410	–	–	0.28%	35
2024 Q3	$379K	Hold	1,410	–	–	0.26%	36
2024 Q2	$388K	Hold	1,410	–	–	0.29%	34
2024 Q1	$411K	Hold	1,410	–	–	0.32%	32
2023 Q4	$438K	Hold	1,410	–	–	0.36%	33
2023 Q3	$403K	Hold	1,410	–	–	0.39%	32
2023 Q2	$465K	Hold	1,410	–	–	0.44%	31
2023 Q1	$414K	Buy	+1,410	New	+$401K	0.41%	29

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

North Ridge Wealth Advisors's ROK Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Rockwell Automation (ROK) position steady in Q1 2026 at 1,358 shares worth $487K. The position accounts for 0.27% of the portfolio, ranked #34.

North Ridge Wealth Advisors first reported a position in ROK in Q1 2023 and has held it in 13 quarters since. The position peaked at $528K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

North Ridge Wealth Advisors held 1,358 shares of Rockwell Automation worth $487K as of Q1 2026.
North Ridge Wealth Advisors left its Rockwell Automation share count unchanged in Q1 2026.
Rockwell Automation made up 0.27% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #34 holding.
North Ridge Wealth Advisors first reported a position in Rockwell Automation in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's Rockwell Automation position peaked at $528K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.