Roberts Wealth Advisors
ROK icon

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
Q3 		$6.13M Buy
14,090
+302
+2% +$134K 1.38% 19
2026
Q2 		$6.83M Buy
13,788
+251
+2% +$109K 1.55% 18
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Roberts Wealth Advisors's ROK Position: Q3 2026 in Review

Roberts Wealth Advisors increased its Rockwell Automation (ROK) stake by 2.2% in Q3 2026, buying an estimated $134K and bringing the position to 14,090 shares worth $6.13M. The position accounts for 1.38% of the portfolio, ranked #19.

Roberts Wealth Advisors first reported a position in ROK in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.83M in Q2 2026. 985 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Roberts Wealth Advisors held 14,090 shares of Rockwell Automation worth $6.13M as of Q3 2026.
  • Roberts Wealth Advisors bought 302 Rockwell Automation shares in Q3 2026, an estimated $134K.
  • Rockwell Automation made up 1.38% of Roberts Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • Roberts Wealth Advisors first reported a position in Rockwell Automation in Q1 2024 and has held it in 11 quarters since.
  • Roberts Wealth Advisors's Rockwell Automation position peaked at $6.83M in Q2 2026.
  • 985 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.