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Outlook Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Outlook 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
Q2 		$207K Buy
+418
New +$182K 0.04% 297
2022
Q1 		– Sell
-940
Closed -$328K – 212
2021
Q4 		$328K Buy
940
+81
+9% +$26.8K 0.1% 160
2021
Q3 		$253K Buy
859
+72
+9% +$22.1K 0.08% 188
2021
Q2 		$225K Buy
+787
New +$212K 0.07% 196

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Outlook Wealth Advisors's ROK Position: Q2 2026 in Review

Outlook Wealth Advisors opened a new position in Rockwell Automation (ROK) in Q2 2026: 418 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #297 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in ROK as recently as Q4 2021.

Outlook Wealth Advisors first reported a position in ROK in Q2 2021 and has held it in 4 quarters since. The position peaked at $328K in Q4 2021. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Outlook Wealth Advisors held 418 shares of Rockwell Automation worth $207K as of Q2 2026.
  • Rockwell Automation was a new Outlook Wealth Advisors position in Q2 2026.
  • Rockwell Automation made up 0.04% of Outlook Wealth Advisors's portfolio in Q2 2026, its #297 holding.
  • Outlook Wealth Advisors first reported a position in Rockwell Automation in Q2 2021 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's Rockwell Automation position peaked at $328K in Q4 2021.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.