SOA Wealth Advisors’s Rockwell Automation ROK Stock Holding History

SOA 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 Q2	$34.3K	Buy	+69	New	+$30K	0.01%	448
2024 Q4	–	Sell	-1	Closed	-$283	–	899
2024 Q3	$283	Hold	1	–	–	﹤0.01%	777
2024 Q2	$289	Sell	1 -1	-50%	-$270	﹤0.01%	790
2024 Q1	$595	Hold	2	–	–	﹤0.01%	796
2023 Q4	$633	Hold	2	–	–	﹤0.01%	786
2023 Q3	$582	Hold	2	–	–	﹤0.01%	813
2023 Q2	$669	Hold	2	–	–	﹤0.01%	811
2023 Q1	$595	Hold	2	–	–	﹤0.01%	832
2022 Q4	$521	Hold	2	–	–	﹤0.01%	840
2022 Q3	$0	Hold	2	–	–	﹤0.01%	966
2022 Q2	$0	Sell	2 -12	-86%	-$2.71K	﹤0.01%	997
2022 Q1	$3K	Hold	14	–	–	﹤0.01%	763
2021 Q4	$4K	Hold	14	–	–	﹤0.01%	702
2021 Q3	$4K	Sell	14 -2	-13%	-$614	﹤0.01%	721
2021 Q2	$4K	Sell	16 -3	-16%	-$809	﹤0.01%	702
2021 Q1	$5K	Buy	19 +14	+280%	+$3.57K	﹤0.01%	629
2020 Q4	$1K	Buy	+5	New	+$1.22K	﹤0.01%	761

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

SOA Wealth Advisors's ROK Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Rockwell Automation (ROK) in Q2 2026: 69 shares worth $34.3K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in ROK as recently as Q3 2024.

SOA Wealth Advisors first reported a position in ROK in Q4 2020 and has held it in 17 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

SOA Wealth Advisors held 69 shares of Rockwell Automation worth $34.3K as of Q2 2026.
Rockwell Automation was a new SOA Wealth Advisors position in Q2 2026.
Rockwell Automation made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #448 holding.
SOA Wealth Advisors first reported a position in Rockwell Automation in Q4 2020 and has held it in 17 quarters since.
1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.