Retirement Wealth Solutions
ROK icon

Retirement Wealth Solutions’s Rockwell Automation ROK Stock Holding History

Retirement Wealth Solutions’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
Q3 		$871 Hold
2
– – ﹤0.01% 765
2026
Q2 		$991 Hold
2
– – ﹤0.01% 651
2026
Q1 		$718 Sell
2
-2
-50% -$789 ﹤0.01% 680
2025
Q4 		$1.56K Buy
+4
New +$1.5K ﹤0.01% 505

Other funds holding ROK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Retirement Wealth Solutions's ROK Position: Q3 2026 in Review

Retirement Wealth Solutions held its Rockwell Automation (ROK) position steady in Q3 2026 at 2 shares worth $871. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Retirement Wealth Solutions first reported a position in ROK in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.56K in Q4 2025. 1,137 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Retirement Wealth Solutions held 2 shares of Rockwell Automation worth $871 as of Q3 2026.
  • Retirement Wealth Solutions left its Rockwell Automation share count unchanged in Q3 2026.
  • Rockwell Automation made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #765 holding.
  • Retirement Wealth Solutions first reported a position in Rockwell Automation in Q4 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Rockwell Automation position peaked at $1.56K in Q4 2025.
  • 1,137 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.