Oxford Financial Group’s Rockwell Automation ROK Stock Holding History

Oxford Financial Group’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	$742K	Buy	+2,067	New	+$816K	0.04%	121

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

Oxford Financial Group's ROK Position: Q1 2026 in Review

Oxford Financial Group opened a new position in Rockwell Automation (ROK) in Q1 2026: 2,067 shares worth $742K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings.

1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Oxford Financial Group held 2,067 shares of Rockwell Automation worth $742K as of Q1 2026.
Rockwell Automation was a new Oxford Financial Group position in Q1 2026.
Rockwell Automation made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #121 holding.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.