VSM Wealth Advisory’s Rockwell Automation ROK Stock Holding History

VSM Wealth Advisory’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	$309K	Hold	623	–	–	0.08%	97
2026 Q1	$224K	Hold	623	–	–	0.07%	103
2025 Q4	$243K	Hold	623	–	–	0.07%	92
2025 Q3	$218K	Hold	623	–	–	0.07%	84
2025 Q2	$207K	Hold	623	–	–	0.07%	93
2025 Q1	$161K	Hold	623	–	–	0.06%	99
2024 Q4	$178K	Buy	+623	New	+$175K	0.06%	92

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VSM Wealth Advisory's ROK Position: Q2 2026 in Review

VSM Wealth Advisory held its Rockwell Automation (ROK) position steady in Q2 2026 at 623 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #97.

VSM Wealth Advisory first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

VSM Wealth Advisory held 623 shares of Rockwell Automation worth $309K as of Q2 2026.
VSM Wealth Advisory left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up 0.08% of VSM Wealth Advisory's portfolio in Q2 2026, its #97 holding.
VSM Wealth Advisory first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.