Principia Wealth Advisory’s Rockwell Automation ROK Stock Holding History

Principia Wealth Advisory’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	$1.49K	Buy	3 +1	+50%	+$435	﹤0.01%	674
2026 Q1	$718	Sell	2 -1	-33%	-$395	﹤0.01%	781
2025 Q4	$1.17K	Buy	3 +1	+50%	+$376	﹤0.01%	624
2025 Q3	$699	Hold	2	–	–	﹤0.01%	727
2025 Q2	$664	Sell	2 -2	-50%	-$570	﹤0.01%	674
2025 Q1	$970	Buy	4 +1	+33%	+$278	﹤0.01%	400
2024 Q4	$857	Buy	+3	New	+$844	﹤0.01%	398

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principia Wealth Advisory's ROK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Rockwell Automation (ROK) stake by 50% in Q2 2026, buying an estimated $435 and bringing the position to 3 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Principia Wealth Advisory first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 1,534 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Principia Wealth Advisory held 3 shares of Rockwell Automation worth $1.49K as of Q2 2026.
Principia Wealth Advisory bought 1 Rockwell Automation share in Q2 2026, an estimated $435.
Rockwell Automation made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #674 holding.
Principia Wealth Advisory first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
1,534 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.