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SHP Wealth Management’s Rockwell Automation ROK Stock Holding History

SHP 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 		$16.5K Buy
46
+20
+77% +$7.89K ﹤0.01% 777
2025
Q4 		$10.1K Buy
+26
New +$9.77K ﹤0.01% 831

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Rockwell Automation (ROK) stake by 77% in Q1 2026, buying an estimated $7.89K and bringing the position to 46 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

SHP Wealth Management first reported a position in ROK in Q4 2025 and has held it in 2 quarters since. 1,417 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • SHP Wealth Management held 46 shares of Rockwell Automation worth $16.5K as of Q1 2026.
  • SHP Wealth Management bought 20 Rockwell Automation shares in Q1 2026, an estimated $7.89K.
  • Rockwell Automation made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #777 holding.
  • SHP Wealth Management first reported a position in Rockwell Automation in Q4 2025 and has held it in 2 quarters since.
  • 1,417 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.