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VCI Wealth Management’s Rockwell Automation ROK Stock Holding History

VCI Wealth Management’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
-8,150
Closed -$2.92M – 129
2026
Q1 		$2.92M Sell
8,150
-314
-4% -$124K 0.81% 26
2025
Q4 		$3.29M Buy
8,464
+1,569
+23% +$590K 0.92% 23
2025
Q3 		$2.41M Buy
6,895
+1,564
+29% +$540K 0.73% 30
2025
Q2 		$1.77M Buy
5,331
+213
+4% +$60.7K 0.62% 39
2025
Q1 		$1.32M Sell
5,118
-959
-16% -$267K 0.55% 46
2024
Q4 		$1.74M Buy
6,077
+1,537
+34% +$432K 0.74% 38
2024
Q3 		$1.22M Buy
+4,540
New +$1.21M 0.54% 60

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

VCI Wealth Management's ROK Position: Q2 2026 in Review

VCI Wealth Management sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 8,150 shares — an estimated $2.92M sold.

VCI Wealth Management first reported a position in ROK in Q3 2024 and held it in 7 quarters. The position peaked at $3.29M in Q4 2025. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • VCI Wealth Management reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • VCI Wealth Management sold 8,150 Rockwell Automation shares in Q2 2026, an estimated $2.92M.
  • VCI Wealth Management first reported a position in Rockwell Automation in Q3 2024 and held it in 7 quarters.
  • VCI Wealth Management's Rockwell Automation position peaked at $3.29M in Q4 2025.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.