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Wahed Invest’s Rockwell Automation ROK Stock Holding History

Wahed Invest’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 		$1.32M Sell
2,673
-179
-6% -$77.9K 0.14% 99
2026
Q1 		$1.02M Sell
2,852
-126
-4% -$49.7K 0.13% 114
2025
Q4 		$1.16M Sell
2,978
-117
-4% -$44K 0.15% 97
2025
Q3 		$1.08M Buy
3,095
+18
+0.6% +$6.22K 0.15% 105
2025
Q2 		$1.02M Buy
3,077
+116
+4% +$33K 0.16% 103
2025
Q1 		$765K Buy
2,961
+17
+0.6% +$4.73K 0.13% 120
2024
Q4 		$841K Buy
2,944
+162
+6% +$45.6K 0.14% 105
2024
Q3 		$747K Buy
2,782
+259
+10% +$68.8K 0.13% 116
2024
Q2 		$695K Buy
2,523
+276
+12% +$74.5K 0.14% 108
2024
Q1 		$655K Buy
2,247
+288
+15% +$82.9K 0.15% 108
2023
Q4 		$608K Buy
1,959
+151
+8% +$42.3K 0.17% 96
2023
Q3 		$517K Buy
1,808
+147
+9% +$45.5K 0.17% 96
2023
Q2 		$547K Buy
1,661
+226
+16% +$65.3K 0.19% 87
2023
Q1 		$421K Sell
1,435
-56
-4% -$15.9K 0.18% 96
2022
Q4 		$384K Buy
1,491
+142
+11% +$35.6K 0.2% 95
2022
Q3 		$290K Buy
1,349
+109
+9% +$25.4K 0.18% 103
2022
Q2 		$247K Sell
1,240
-126
-9% -$28.5K 0.15% 115
2022
Q1 		$383K Sell
1,366
-20
-1% -$5.75K 0.23% 97
2021
Q4 		$484K Buy
+1,386
New +$459K 0.27% 77

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

Wahed Invest's ROK Position: Q2 2026 in Review

Wahed Invest reduced its Rockwell Automation (ROK) stake by 6.3% in Q2 2026, selling an estimated $77.9K and leaving 2,673 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #99.

Wahed Invest first reported a position in ROK in Q4 2021 and has held it in 19 quarters since. 1,543 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Wahed Invest held 2,673 shares of Rockwell Automation worth $1.32M as of Q2 2026.
  • Wahed Invest sold 179 Rockwell Automation shares in Q2 2026, an estimated $77.9K.
  • Rockwell Automation made up 0.14% of Wahed Invest's portfolio in Q2 2026, its #99 holding.
  • Wahed Invest first reported a position in Rockwell Automation in Q4 2021 and has held it in 19 quarters since.
  • 1,543 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Wahed Invest's 13F filing for Q2 2026, filed 11 Aug 2026.