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Prestige Wealth Management Group’s Rockwell Automation ROK Stock Holding History

Prestige Wealth Management 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
Q2 		$42.6K Buy
86
+2
+2% +$870 0.01% 284
2026
Q1 		$30.1K Hold
84
– – 0.01% 300
2025
Q4 		$32.7K Sell
84
-64
-43% -$24.1K 0.01% 301
2025
Q3 		$51.7K Hold
148
– – 0.01% 261
2025
Q2 		$49.2K Sell
148
-40
-21% -$11.4K 0.01% 258
2025
Q1 		$48.6K Sell
188
-1,326
-88% -$369K 0.01% 252
2024
Q4 		$433K Sell
1,514
-2
-0.1% -$563 0.09% 110
2024
Q3 		$407K Sell
1,516
-65
-4% -$17.3K 0.08% 113
2024
Q2 		$435K Sell
1,581
-32
-2% -$8.63K 0.09% 96
2024
Q1 		$470K Sell
1,613
-1
-0.1% -$288 0.1% 94
2023
Q4 		$501K Buy
1,614
+17
+1% +$4.76K 0.11% 84
2023
Q3 		$457K Buy
1,597
+55
+4% +$17K 0.11% 85
2023
Q2 		$508K Buy
1,542
+111
+8% +$32.1K 0.12% 81
2023
Q1 		$420K Buy
1,431
+24
+2% +$6.83K 0.11% 91
2022
Q4 		$362K Buy
1,407
+1,366
+3,332% +$343K 0.09% 96
2022
Q3 		$9K Buy
41
+18
+78% +$4.2K ﹤0.01% 438
2022
Q2 		$5K Buy
23
+22
+2,200% +$4.97K ﹤0.01% 604
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1038
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1053
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1042
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1026
2021
Q1 		$0 Buy
+1
New +$255 ﹤0.01% 1025
2019
Q4 		– Sell
-25
Closed -$4K – 653
2019
Q3 		$4K Hold
25
– – ﹤0.01% 441
2019
Q2 		$4K Hold
25
– – ﹤0.01% 421
2019
Q1 		$4K Sell
25
-10
-29% -$1.7K ﹤0.01% 424
2018
Q4 		$5K Buy
+35
New +$5.84K ﹤0.01% 607

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

Prestige Wealth Management Group's ROK Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Rockwell Automation (ROK) stake by 2.4% in Q2 2026, buying an estimated $870 and bringing the position to 86 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #284.

Prestige Wealth Management Group first reported a position in ROK in Q4 2018 and has held it in 26 quarters since. The position peaked at $508K in Q2 2023. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Prestige Wealth Management Group held 86 shares of Rockwell Automation worth $42.6K as of Q2 2026.
  • Prestige Wealth Management Group bought 2 Rockwell Automation shares in Q2 2026, an estimated $870.
  • Rockwell Automation made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #284 holding.
  • Prestige Wealth Management Group first reported a position in Rockwell Automation in Q4 2018 and has held it in 26 quarters since.
  • Prestige Wealth Management Group's Rockwell Automation position peaked at $508K in Q2 2023.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.