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Phillips Wealth Planners’s Rockwell Automation ROK Stock Holding History

Phillips Wealth Planners’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 		$323K Sell
707
-23
-3% -$9.08K 0.24% 141
2025
Q4 		$307K Sell
730
-199
-21% -$74.8K 0.25% 138
2025
Q3 		$324K Buy
929
+290
+45% +$100K 0.27% 127
2025
Q2 		$216K Buy
+639
New +$182K 0.2% 177

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

Phillips Wealth Planners's ROK Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Rockwell Automation (ROK) stake by 3.2% in Q1 2026, selling an estimated $9.08K and leaving 707 shares worth $323K. The position accounts for 0.24% of the portfolio, ranked #141.

Phillips Wealth Planners first reported a position in ROK in Q2 2025 and has held it in 4 quarters since. The position peaked at $324K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Phillips Wealth Planners held 707 shares of Rockwell Automation worth $323K as of Q1 2026.
  • Phillips Wealth Planners sold 23 Rockwell Automation shares in Q1 2026, an estimated $9.08K.
  • Rockwell Automation made up 0.24% of Phillips Wealth Planners's portfolio in Q1 2026, its #141 holding.
  • Phillips Wealth Planners first reported a position in Rockwell Automation in Q2 2025 and has held it in 4 quarters since.
  • Phillips Wealth Planners's Rockwell Automation position peaked at $324K in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.