Simplicity Wealth’s Rockwell Automation ROK Stock Holding History

Simplicity Wealth’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	$667K	Buy	1,347 +168	+14%	+$73.1K	0.02%	547
2026 Q1	$423K	Buy	1,179 +54	+5%	+$21.3K	0.02%	496
2025 Q4	$438K	Buy	1,125 +87	+8%	+$32.7K	0.03%	467
2025 Q3	$363K	Sell	1,038 -1,377	-57%	-$476K	0.02%	517
2025 Q2	$802K	Buy	2,415 +1,533	+174%	+$437K	0.03%	371
2025 Q1	$228K	Buy	+882	New	+$245K	0.02%	490
2024 Q4	–	Sell	-752	Closed	-$202K	–	475
2024 Q3	$202K	Sell	752 -3,252	-81%	-$863K	0.02%	477
2024 Q2	$1.1M	Buy	4,004 +565	+16%	+$152K	0.02%	501
2024 Q1	$1M	Buy	+3,439	New	+$990K	0.02%	516

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

Simplicity Wealth's ROK Position: Q2 2026 in Review

Simplicity Wealth increased its Rockwell Automation (ROK) stake by 14% in Q2 2026, buying an estimated $73.1K and bringing the position to 1,347 shares worth $667K. The position accounts for 0.02% of the portfolio, ranked #547.

Simplicity Wealth first reported a position in ROK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q2 2024. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Simplicity Wealth held 1,347 shares of Rockwell Automation worth $667K as of Q2 2026.
Simplicity Wealth bought 168 Rockwell Automation shares in Q2 2026, an estimated $73.1K.
Rockwell Automation made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #547 holding.
Simplicity Wealth first reported a position in Rockwell Automation in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Rockwell Automation position peaked at $1.1M in Q2 2024.
1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.