Roberts Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Roberts Wealth Advisors’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	$4.86M	Buy	13,537 +587	+5%	+$232K	1.23%	22
2025 Q4	$5.04M	Sell	12,950 -112	-0.9%	-$42.1K	1.31%	22
2025 Q3	$4.57M	Sell	13,062 -107	-0.8%	-$37K	1.21%	27
2025 Q2	$4.37M	Buy	13,169 +48	+0.4%	+$13.7K	1.26%	29
2025 Q1	$3.39M	Buy	13,121 +141	+1%	+$39.2K	1.05%	30
2024 Q4	$3.58M	Buy	12,980 +473	+4%	+$133K	1.09%	29
2024 Q3	$3.33M	Buy	12,507 +6,484	+108%	+$1.72M	1.08%	34
2024 Q2	$1.57M	Buy	6,023 +122	+2%	+$32.9K	0.54%	55
2024 Q1	$1.69M	Buy	+5,901	New	+$1.7M	0.63%	51

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Roberts Wealth Advisors's ROK Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Rockwell Automation (ROK) stake by 4.5% in Q1 2026, buying an estimated $232K and bringing the position to 13,537 shares worth $4.86M. The position accounts for 1.23% of the portfolio, ranked #22.

Roberts Wealth Advisors first reported a position in ROK in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.04M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Roberts Wealth Advisors held 13,537 shares of Rockwell Automation worth $4.86M as of Q1 2026.
Roberts Wealth Advisors bought 587 Rockwell Automation shares in Q1 2026, an estimated $232K.
Rockwell Automation made up 1.23% of Roberts Wealth Advisors's portfolio in Q1 2026, its #22 holding.
Roberts Wealth Advisors first reported a position in Rockwell Automation in Q1 2024 and has held it in 9 quarters since.
Roberts Wealth Advisors's Rockwell Automation position peaked at $5.04M in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.