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 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 $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

Simplicity Wealth's ROK Position: Q1 2026 in Review

Simplicity Wealth increased its Rockwell Automation (ROK) stake by 4.8% in Q1 2026, buying an estimated $21.3K and bringing the position to 1,179 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #496.

Simplicity Wealth first reported a position in ROK in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q2 2024. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Simplicity Wealth held 1,179 shares of Rockwell Automation worth $423K as of Q1 2026.
Simplicity Wealth bought 54 Rockwell Automation shares in Q1 2026, an estimated $21.3K.
Rockwell Automation made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #496 holding.
Simplicity Wealth first reported a position in Rockwell Automation in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's Rockwell Automation position peaked at $1.1M in Q2 2024.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.