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

Private 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 		$7.43K Buy
15
+9
+150% +$3.92K ﹤0.01% 680
2026
Q1 		$2.15K Hold
6
– – ﹤0.01% 1064
2025
Q4 		$2.33K Sell
6
-5
-45% -$1.88K ﹤0.01% 1034
2025
Q3 		$3.85K Hold
11
– – ﹤0.01% 900
2025
Q2 		$3.65K Sell
11
-8
-42% -$2.28K ﹤0.01% 882
2025
Q1 		$4.91K Hold
19
– – ﹤0.01% 733
2024
Q4 		$5.43K Hold
19
– – ﹤0.01% 706
2024
Q3 		$5.1K Buy
19
+1
+6% +$265 ﹤0.01% 729
2024
Q2 		$4.96K Sell
18
-13
-42% -$3.51K ﹤0.01% 709
2024
Q1 		$9.03K Hold
31
– – ﹤0.01% 436
2023
Q4 		$9.63K Buy
+31
New +$8.69K ﹤0.01% 413

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

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

Private Wealth Management Group increased its Rockwell Automation (ROK) stake by 150% in Q2 2026, buying an estimated $3.92K and bringing the position to 15 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Private Wealth Management Group first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.63K in Q4 2023. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Private Wealth Management Group held 15 shares of Rockwell Automation worth $7.43K as of Q2 2026.
  • Private Wealth Management Group bought 9 Rockwell Automation shares in Q2 2026, an estimated $3.92K.
  • Rockwell Automation made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #680 holding.
  • Private Wealth Management Group first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Rockwell Automation position peaked at $9.63K in Q4 2023.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.