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True Wealth Design’s Rockwell Automation ROK Stock Holding History

True Wealth Design’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 		$22.8K Buy
46
+26
+130% +$11.3K 0.01% 766
2026
Q1 		$7.18K Buy
20
+7
+54% +$2.76K ﹤0.01% 1087
2025
Q4 		$5.06K Buy
13
+3
+30% +$1.13K ﹤0.01% 1080
2025
Q3 		$3.5K Hold
10
– – ﹤0.01% 1227
2025
Q2 		$3.32K Hold
10
– – ﹤0.01% 975
2025
Q1 		$2.58K Buy
10
+4
+67% +$1.11K ﹤0.01% 918
2024
Q4 		$1.72K Buy
6
+2
+50% +$563 ﹤0.01% 781
2024
Q3 		$1.07K Sell
4
-50
-93% -$13.3K ﹤0.01% 960
2024
Q2 		$14.9K Sell
54
-1
-2% -$270 ﹤0.01% 224
2024
Q1 		$16K Buy
55
+3
+6% +$864 ﹤0.01% 222
2023
Q4 		$16.1K Buy
52
+50
+2,500% +$14K ﹤0.01% 214
2023
Q3 		$572 Hold
2
– – ﹤0.01% 400
2023
Q2 		$659 Sell
2
-309
-99% -$89.2K ﹤0.01% 384
2023
Q1 		$91.3K Sell
311
-43
-12% -$12.2K 0.04% 141
2022
Q4 		$91.2K Buy
+354
New +$88.9K 0.04% 129

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

True Wealth Design's ROK Position: Q2 2026 in Review

True Wealth Design increased its Rockwell Automation (ROK) stake by 130% in Q2 2026, buying an estimated $11.3K and bringing the position to 46 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #766.

True Wealth Design first reported a position in ROK in Q4 2022 and has held it in 15 quarters since. The position peaked at $91.3K in Q1 2023. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • True Wealth Design held 46 shares of Rockwell Automation worth $22.8K as of Q2 2026.
  • True Wealth Design bought 26 Rockwell Automation shares in Q2 2026, an estimated $11.3K.
  • Rockwell Automation made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #766 holding.
  • True Wealth Design first reported a position in Rockwell Automation in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Rockwell Automation position peaked at $91.3K in Q1 2023.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.