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Rialto Wealth Management’s Rockwell Automation ROK Stock Holding History

Rialto Wealth Management’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
Q1 		$3.59K Buy
10
+2
+25% +$789 ﹤0.01% 665
2025
Q4 		$3.11K Buy
8
+1
+14% +$376 ﹤0.01% 600
2025
Q3 		$2.45K Hold
7
– – ﹤0.01% 617
2025
Q2 		$2.33K Buy
7
+4
+133% +$1.14K ﹤0.01% 586
2025
Q1 		$776 Buy
+3
New +$835 ﹤0.01% 701

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rialto Wealth Management's ROK Position: Q1 2026 in Review

Rialto Wealth Management increased its Rockwell Automation (ROK) stake by 25% in Q1 2026, buying an estimated $789 and bringing the position to 10 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Rialto Wealth Management first reported a position in ROK in Q1 2025 and has held it in 5 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Rialto Wealth Management held 10 shares of Rockwell Automation worth $3.59K as of Q1 2026.
  • Rialto Wealth Management bought 2 Rockwell Automation shares in Q1 2026, an estimated $789.
  • Rockwell Automation made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #665 holding.
  • Rialto Wealth Management first reported a position in Rockwell Automation in Q1 2025 and has held it in 5 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.