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Virginia Estate & Retirement Planning Advisors’s Rockwell Automation ROK Stock Holding History

Virginia Estate & Retirement Planning 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 		$14.4K Hold
29
– – 0.02% 102
2026
Q1 		$10.4K Buy
+29
New +$11.4K 0.02% 95

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

Virginia Estate & Retirement Planning Advisors's ROK Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Rockwell Automation (ROK) position steady in Q2 2026 at 29 shares worth $14.4K. The position accounts for 0.02% of the portfolio, ranked #102.

Virginia Estate & Retirement Planning Advisors first reported a position in ROK in Q1 2026 and has held it in 2 quarters since. 1,512 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 29 shares of Rockwell Automation worth $14.4K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.02% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #102 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Rockwell Automation in Q1 2026 and has held it in 2 quarters since.
  • 1,512 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.