U.S. Capital Wealth Advisors’s Rockwell Automation ROK Stock Holding History

U.S. Capital 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	$8.11M	Buy	22,595 +19,934	+749%	+$7.87M	0.2%	118
2025 Q4	$1.04M	Buy	2,661 +1,621	+156%	+$609K	0.03%	474
2025 Q3	$364K	Buy	1,040 +104	+11%	+$35.9K	0.01%	712
2025 Q2	$311K	Buy	936 +7	+0.8%	+$1.99K	0.01%	704
2025 Q1	$240K	Buy	+929	New	+$259K	0.01%	760
2023 Q1	–	Sell	-12	Closed	-$3.09K	–	1339
2022 Q4	$3.09K	Buy	+12	New	+$3.01K	﹤0.01%	1452

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

U.S. Capital Wealth Advisors's ROK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Rockwell Automation (ROK) stake by 749% in Q1 2026, buying an estimated $7.87M and bringing the position to 22,595 shares worth $8.11M. The position accounts for 0.2% of the portfolio, ranked #118.

U.S. Capital Wealth Advisors first reported a position in ROK in Q4 2022 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

U.S. Capital Wealth Advisors held 22,595 shares of Rockwell Automation worth $8.11M as of Q1 2026.
U.S. Capital Wealth Advisors bought 19,934 Rockwell Automation shares in Q1 2026, an estimated $7.87M.
Rockwell Automation made up 0.2% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #118 holding.
U.S. Capital Wealth Advisors first reported a position in Rockwell Automation in Q4 2022 and has held it in 6 quarters since.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.