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Straight Path Wealth Management’s Rockwell Automation ROK Stock Holding History

Straight Path 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 		– Sell
-931
Closed -$334K – 143
2026
Q1 		$334K Buy
+931
New +$367K 0.09% 86

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

Straight Path Wealth Management's ROK Position: Q2 2026 in Review

Straight Path Wealth Management sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 931 shares — an estimated $334K sold.

Straight Path Wealth Management first reported a position in ROK in Q1 2026 and held it in 1 quarter. The position peaked at $334K in Q1 2026. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Straight Path Wealth Management reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Straight Path Wealth Management sold 931 Rockwell Automation shares in Q2 2026, an estimated $334K.
  • Straight Path Wealth Management first reported a position in Rockwell Automation in Q1 2026 and held it in 1 quarter.
  • Straight Path Wealth Management's Rockwell Automation position peaked at $334K in Q1 2026.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.