Tempus Wealth Planning’s Rockwell Automation ROK Stock Holding History

Tempus Wealth Planning’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	$2.41M	Buy	4,862 +4	+0.1%	+$1.74K	0.47%	54
2026 Q1	$1.74M	Sell	4,858 -22	-0.5%	-$8.68K	0.4%	69
2025 Q4	$1.9M	Sell	4,880 -32	-0.7%	-$12K	0.44%	54
2025 Q3	$1.72M	Sell	4,912 -29	-0.6%	-$10K	0.39%	67
2025 Q2	$1.64M	Buy	4,941 +12	+0.2%	+$3.42K	0.41%	66
2025 Q1	$1.27M	Buy	4,929 +320	+7%	+$89.1K	0.38%	78
2024 Q4	$1.32M	Buy	4,609 +82	+2%	+$23.1K	0.4%	75
2024 Q3	$1.22M	Hold	4,527	–	–	0.45%	62
2024 Q2	$1.25M	Hold	4,527	–	–	0.52%	53
2024 Q1	$1.32M	Sell	4,527 -311	-6%	-$89.6K	0.58%	42
2023 Q4	$1.5M	Sell	4,838 -12	-0.2%	-$3.36K	0.66%	42
2023 Q3	$1.39M	Hold	4,850	–	–	0.7%	31
2023 Q2	$1.6M	Hold	4,850	–	–	0.72%	40
2023 Q1	$1.42M	Hold	4,850	–	–	0.7%	31
2022 Q4	$1.25M	Hold	4,850	–	–	0.76%	33
2022 Q3	$1.04M	Buy	+4,850	New	+$1.13M	0.7%	40

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

Tempus Wealth Planning's ROK Position: Q2 2026 in Review

Tempus Wealth Planning increased its Rockwell Automation (ROK) stake by 0.08% in Q2 2026, buying an estimated $1.74K and bringing the position to 4,862 shares worth $2.41M. The position accounts for 0.47% of the portfolio, ranked #54.

Tempus Wealth Planning first reported a position in ROK in Q3 2022 and has held it in 16 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Tempus Wealth Planning held 4,862 shares of Rockwell Automation worth $2.41M as of Q2 2026.
Tempus Wealth Planning bought 4 Rockwell Automation shares in Q2 2026, an estimated $1.74K.
Rockwell Automation made up 0.47% of Tempus Wealth Planning's portfolio in Q2 2026, its #54 holding.
Tempus Wealth Planning first reported a position in Rockwell Automation in Q3 2022 and has held it in 16 quarters since.
1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.