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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategies Wealth Advisors's ROK Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Rockwell Automation (ROK) stake by 0.24% in Q1 2026, buying an estimated $1.58K and bringing the position to 1,667 shares worth $598K. The position accounts for 0.06% of the portfolio, ranked #90.

Strategies Wealth Advisors first reported a position in ROK in Q1 2025 and has held it in 5 quarters since. The position peaked at $647K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Strategies Wealth Advisors held 1,667 shares of Rockwell Automation worth $598K as of Q1 2026.
  • Strategies Wealth Advisors bought 4 Rockwell Automation shares in Q1 2026, an estimated $1.58K.
  • Rockwell Automation made up 0.06% of Strategies Wealth Advisors's portfolio in Q1 2026, its #90 holding.
  • Strategies Wealth Advisors first reported a position in Rockwell Automation in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's Rockwell Automation position peaked at $647K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.