TopTier Wealth Management’s Rockwell Automation ROK Stock Holding History

TopTier 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	-5	Closed	-$1.79K	–	609
2026 Q1	$1.79K	Buy	+5	New	+$1.97K	﹤0.01%	421

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 $3.38T AUM 44.17% 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

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

TopTier Wealth Management sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 5 shares — an estimated $1.79K sold.

TopTier Wealth Management first reported a position in ROK in Q1 2026 and held it in 1 quarter. The position peaked at $1.79K in Q1 2026. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

TopTier Wealth Management reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 5 Rockwell Automation shares in Q2 2026, an estimated $1.79K.
TopTier Wealth Management first reported a position in Rockwell Automation in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Rockwell Automation position peaked at $1.79K in Q1 2026.
1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.