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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
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 $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

Twin Peaks Wealth Advisors's ROK Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Rockwell Automation (ROK) in Q1 2026: 92 shares worth $33K. The stake represents 0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ROK as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ROK in Q2 2025 and has held it in 2 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Twin Peaks Wealth Advisors held 92 shares of Rockwell Automation worth $33K as of Q1 2026.
  • Rockwell Automation was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Rockwell Automation made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #540 holding.
  • Twin Peaks Wealth Advisors first reported a position in Rockwell Automation in Q2 2025 and has held it in 2 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.