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Spire Wealth Management’s Rockwell Automation ROK Stock Holding History

Spire 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 		$111K Buy
223
+55
+33% +$23.9K ﹤0.01% 949
2026
Q1 		$60.5K Sell
168
-11,157
-99% -$4.4M ﹤0.01% 1116
2025
Q4 		$4.41M Buy
11,325
+11,157
+6,641% +$4.19M 0.15% 136
2025
Q3 		$58.8K Hold
168
– – ﹤0.01% 1179
2025
Q2 		$55.9K Sell
168
-72
-30% -$20.5K ﹤0.01% 1160
2025
Q1 		$62K Buy
240
+15
+7% +$4.17K ﹤0.01% 1206
2024
Q4 		$64.4K Sell
225
-30
-12% -$8.44K ﹤0.01% 1189
2024
Q3 		$68.6K Sell
255
-10
-4% -$2.65K ﹤0.01% 1042
2024
Q2 		$73K Sell
265
-15,879
-98% -$4.29M ﹤0.01% 990
2024
Q1 		$4.7M Buy
16,144
+15,628
+3,029% +$4.5M 0.09% 169
2023
Q4 		$157K Buy
516
+255
+98% +$71.5K 0.01% 831
2023
Q3 		$74.7K Buy
261
+25
+11% +$7.73K ﹤0.01% 1034
2023
Q2 		$77.9K Buy
236
+1
+0.4% +$289 ﹤0.01% 1045
2023
Q1 		$69K Buy
235
+54
+30% +$15.4K ﹤0.01% 1070
2022
Q4 		$47K Sell
181
-3
-2% -$753 ﹤0.01% 1011
2022
Q3 		$40K Sell
184
-79
-30% -$18.4K ﹤0.01% 1035
2022
Q2 		$52K Sell
263
-326
-55% -$73.6K ﹤0.01% 1276
2022
Q1 		$165K Sell
589
-32,726
-98% -$9.4M ﹤0.01% 966
2021
Q4 		$11.7M Buy
33,315
+2,404
+8% +$796K 0.26% 108
2021
Q3 		$9.09M Buy
30,911
+2,513
+9% +$772K 0.24% 116
2021
Q2 		$8.14M Buy
28,398
+833
+3% +$225K 0.22% 122
2021
Q1 		$7.26M Buy
+27,565
New +$7.03M 0.19% 128

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Spire Wealth Management increased its Rockwell Automation (ROK) stake by 33% in Q2 2026, buying an estimated $23.9K and bringing the position to 223 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Spire Wealth Management first reported a position in ROK in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.7M in Q4 2021. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Spire Wealth Management held 223 shares of Rockwell Automation worth $111K as of Q2 2026.
  • Spire Wealth Management bought 55 Rockwell Automation shares in Q2 2026, an estimated $23.9K.
  • Rockwell Automation made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #949 holding.
  • Spire Wealth Management first reported a position in Rockwell Automation in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Rockwell Automation position peaked at $11.7M in Q4 2021.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.