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Twin Peaks Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Twin Peaks 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 		– Sell
-92
Closed -$33K – 1770
2026
Q1 		$33K Buy
+92
New +$36.3K 0.01% 540
2025
Q3 		– Sell
-34
Closed -$11.6K – 1680
2025
Q2 		$11.6K Buy
+34
New +$9.69K ﹤0.01% 863

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

Twin Peaks Wealth Advisors's ROK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 92 shares — an estimated $33K sold.

Twin Peaks Wealth Advisors first reported a position in ROK in Q2 2025 and held it in 2 quarters. The position peaked at $33K in Q1 2026. 1,543 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 92 Rockwell Automation shares in Q2 2026, an estimated $33K.
  • Twin Peaks Wealth Advisors first reported a position in Rockwell Automation in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Rockwell Automation position peaked at $33K in Q1 2026.
  • 1,543 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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