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Strategies Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Strategies 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 		$825K Sell
1,666
-1
-0.1% -$435 0.07% 89
2026
Q1 		$598K Buy
1,667
+4
+0.2% +$1.58K 0.06% 90
2025
Q4 		$647K Sell
1,663
-49
-3% -$18.4K 0.06% 78
2025
Q3 		$598K Buy
1,712
+2
+0.1% +$691 0.06% 92
2025
Q2 		$568K Buy
1,710
+2
+0.1% +$570 0.06% 90
2025
Q1 		$441K Buy
+1,708
New +$475K 0.05% 106

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

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

Strategies Wealth Advisors reduced its Rockwell Automation (ROK) stake by 0.06% in Q2 2026, selling an estimated $435 and leaving 1,666 shares worth $825K. The position accounts for 0.07% of the portfolio, ranked #89.

Strategies Wealth Advisors first reported a position in ROK in Q1 2025 and has held it in 6 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Strategies Wealth Advisors held 1,666 shares of Rockwell Automation worth $825K as of Q2 2026.
  • Strategies Wealth Advisors sold 1 Rockwell Automation share in Q2 2026, an estimated $435.
  • Rockwell Automation made up 0.07% of Strategies Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Strategies Wealth Advisors first reported a position in Rockwell Automation in Q1 2025 and has held it in 6 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.