SilverOak Wealth Management’s Rockwell Automation ROK Stock Holding History

SilverOak 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 Q2	$2.3M	Sell	4,640 -1,750	-27%	-$761K	0.3%	37
2026 Q1	$2.29M	Sell	6,390 -1,000	-14%	-$395K	0.36%	31
2025 Q4	$2.88M	Buy	7,390 +296	+4%	+$111K	0.45%	28
2025 Q3	$2.48M	Sell	7,094 -1,300	-15%	-$449K	0.42%	27
2025 Q2	$2.79M	Sell	8,394 -1,300	-13%	-$370K	0.52%	25
2025 Q1	$2.5M	Sell	9,694 -1,100	-10%	-$306K	0.54%	25
2024 Q4	$3.08M	Buy	10,794 +237	+2%	+$66.7K	0.66%	23
2024 Q3	$2.83M	Hold	10,557	–	–	0.64%	22
2024 Q2	$2.91M	Hold	10,557	–	–	0.7%	21
2024 Q1	$3.08M	Buy	10,557 +1,660	+19%	+$478K	0.76%	18
2023 Q4	$2.76M	Buy	+8,897	New	+$2.49M	0.75%	19

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SilverOak Wealth Management's ROK Position: Q2 2026 in Review

SilverOak Wealth Management reduced its Rockwell Automation (ROK) stake by 27% in Q2 2026, selling an estimated $761K and leaving 4,640 shares worth $2.3M. The position accounts for 0.3% of the portfolio, ranked #37.

SilverOak Wealth Management first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.08M in Q4 2024. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

SilverOak Wealth Management held 4,640 shares of Rockwell Automation worth $2.3M as of Q2 2026.
SilverOak Wealth Management sold 1,750 Rockwell Automation shares in Q2 2026, an estimated $761K.
Rockwell Automation made up 0.3% of SilverOak Wealth Management's portfolio in Q2 2026, its #37 holding.
SilverOak Wealth Management first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's Rockwell Automation position peaked at $3.08M in Q4 2024.
1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.