PWPS
ROK icon

Pinnacle Wealth Planning Services’s Rockwell Automation ROK Stock Holding History

Pinnacle Wealth Planning Services’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 		$238K Buy
663
+4
+0.6% +$1.58K 0.02% 416
2025
Q4 		$256K Sell
659
-132
-17% -$49.6K 0.03% 379
2025
Q3 		$276K Sell
791
-79
-9% -$27.3K 0.03% 349
2025
Q2 		$289K Sell
870
-45
-5% -$12.8K 0.04% 307
2025
Q1 		$236K Sell
915
-22
-2% -$6.12K 0.04% 316
2024
Q4 		$268K Sell
937
-302
-24% -$84.9K 0.04% 279
2024
Q3 		$333K Buy
1,239
+90
+8% +$23.9K 0.05% 278
2024
Q2 		$316K Buy
1,149
+120
+12% +$32.4K 0.05% 276
2024
Q1 		$300K Sell
1,029
-3
-0.3% -$864 0.04% 296
2023
Q4 		$320K Sell
1,032
-1
-0.1% -$280 0.05% 256
2023
Q3 		$295K Hold
1,033
– – 0.05% 255
2023
Q2 		$340K Hold
1,033
– – 0.06% 237
2023
Q1 		$303K Sell
1,033
-8
-0.8% -$2.27K 0.05% 267
2022
Q4 		$268K Buy
1,041
+8
+0.8% +$2.01K 0.05% 289
2022
Q3 		$222K Buy
1,033
+6
+0.6% +$1.4K 0.04% 307
2022
Q2 		$205K Buy
1,027
+239
+30% +$54K 0.04% 346
2022
Q1 		$221K Buy
+788
New +$226K 0.04% 350
2021
Q1 		– Sell
-477
Closed -$120K – 1618
2020
Q4 		$120K Buy
+477
New +$117K 0.03% 402

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

Pinnacle Wealth Planning Services's ROK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Rockwell Automation (ROK) stake by 0.61% in Q1 2026, buying an estimated $1.58K and bringing the position to 663 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #416.

Pinnacle Wealth Planning Services first reported a position in ROK in Q4 2020 and has held it in 18 quarters since. The position peaked at $340K in Q2 2023. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 663 shares of Rockwell Automation worth $238K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 4 Rockwell Automation shares in Q1 2026, an estimated $1.58K.
  • Rockwell Automation made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #416 holding.
  • Pinnacle Wealth Planning Services first reported a position in Rockwell Automation in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Rockwell Automation position peaked at $340K in Q2 2023.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.