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Physician Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Physician 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 		$16.8K Buy
34
+15
+79% +$6.53K ﹤0.01% 720
2026
Q1 		$6.82K Sell
19
-29
-60% -$11.4K ﹤0.01% 909
2025
Q4 		$18.7K Hold
48
– – ﹤0.01% 610
2025
Q3 		$16.8K Buy
48
+41
+586% +$14.2K ﹤0.01% 624
2025
Q2 		$2.33K Buy
+7
New +$1.99K ﹤0.01% 995

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
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Physician Wealth Advisors increased its Rockwell Automation (ROK) stake by 79% in Q2 2026, buying an estimated $6.53K and bringing the position to 34 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Physician Wealth Advisors first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.7K in Q4 2025. 332 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Physician Wealth Advisors held 34 shares of Rockwell Automation worth $16.8K as of Q2 2026.
  • Physician Wealth Advisors bought 15 Rockwell Automation shares in Q2 2026, an estimated $6.53K.
  • Rockwell Automation made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #720 holding.
  • Physician Wealth Advisors first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Rockwell Automation position peaked at $18.7K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.