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Nova Wealth Management’s Rockwell Automation ROK Stock Holding History

Nova 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 		$990 Sell
2
-4
-67% -$1.74K ﹤0.01% 545
2026
Q1 		$2.18K Hold
6
– – ﹤0.01% 492
2025
Q4 		$2.36K Sell
6
-1
-14% -$376 ﹤0.01% 495
2025
Q3 		$2.39K Sell
7
-1
-13% -$345 ﹤0.01% 489
2025
Q2 		$2.61K Buy
8
+5
+167% +$1.42K ﹤0.01% 523
2025
Q1 		$775 Hold
3
– – ﹤0.01% 498
2024
Q4 		$857 Buy
+3
New +$844 ﹤0.01% 342

Other funds holding ROK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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

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

Nova Wealth Management reduced its Rockwell Automation (ROK) stake by 67% in Q2 2026, selling an estimated $1.74K and leaving 2 shares worth $990. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Nova Wealth Management first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.61K in Q2 2025. 343 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Nova Wealth Management held 2 shares of Rockwell Automation worth $990 as of Q2 2026.
  • Nova Wealth Management sold 4 Rockwell Automation shares in Q2 2026, an estimated $1.74K.
  • Rockwell Automation made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #545 holding.
  • Nova Wealth Management first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's Rockwell Automation position peaked at $2.61K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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