TWP
ROK icon

Tyche Wealth Partners’s Rockwell Automation ROK Stock Holding History

Tyche Wealth Partners’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 		$594K Hold
1,200
– – 0.08% 165
2026
Q1 		$431K Hold
1,200
– – 0.07% 218
2025
Q4 		$467K Hold
1,200
– – 0.07% 199
2025
Q3 		$419K Hold
1,200
– – 0.07% 185
2025
Q2 		$399K Hold
1,200
– – 0.08% 180
2025
Q1 		$310K Sell
1,200
-1
-0.1% -$278 0.07% 191
2024
Q4 		$343K Buy
1,201
+1
+0.1% +$281 0.07% 198
2024
Q3 		$322K Hold
1,200
– – 0.07% 185
2024
Q2 		$330K Hold
1,200
– – 0.08% 177
2024
Q1 		$350K Hold
1,200
– – 0.09% 180
2023
Q4 		$373K Buy
+1,200
New +$336K 0.09% 192

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

Tyche Wealth Partners's ROK Position: Q2 2026 in Review

Tyche Wealth Partners held its Rockwell Automation (ROK) position steady in Q2 2026 at 1,200 shares worth $594K. The position accounts for 0.08% of the portfolio, ranked #165.

Tyche Wealth Partners first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Tyche Wealth Partners held 1,200 shares of Rockwell Automation worth $594K as of Q2 2026.
  • Tyche Wealth Partners left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.08% of Tyche Wealth Partners's portfolio in Q2 2026, its #165 holding.
  • Tyche Wealth Partners first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.