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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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Retirement Wealth Solutions's ROK Position: Q2 2026 in Review

Retirement Wealth Solutions held its Rockwell Automation (ROK) position steady in Q2 2026 at 2 shares worth $991. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Retirement Wealth Solutions first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.56K in Q4 2025. 228 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Retirement Wealth Solutions held 2 shares of Rockwell Automation worth $991 as of Q2 2026.
  • Retirement Wealth Solutions left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #651 holding.
  • Retirement Wealth Solutions first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's Rockwell Automation position peaked at $1.56K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.