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Wealth Alliance Advisory Group’s Rockwell Automation ROK Stock Holding History

Wealth Alliance Advisory Group’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 		$206K Buy
+417
New +$181K 0.03% 196
2023
Q3 		– Sell
-661
Closed -$218K – 185
2023
Q2 		$218K Buy
+661
New +$191K 0.08% 150
2022
Q1 		– Sell
-662
Closed -$231K – 171
2021
Q4 		$231K Buy
+662
New +$219K 0.1% 139

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 $3.38T AUM 44.17% 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

Wealth Alliance Advisory Group's ROK Position: Q2 2026 in Review

Wealth Alliance Advisory Group opened a new position in Rockwell Automation (ROK) in Q2 2026: 417 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings. This is a return to the name: Wealth Alliance Advisory Group previously reported a position in ROK as recently as Q2 2023.

Wealth Alliance Advisory Group first reported a position in ROK in Q4 2021 and has held it in 3 quarters since. The position peaked at $231K in Q4 2021. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Wealth Alliance Advisory Group held 417 shares of Rockwell Automation worth $206K as of Q2 2026.
  • Rockwell Automation was a new Wealth Alliance Advisory Group position in Q2 2026.
  • Rockwell Automation made up 0.03% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #196 holding.
  • Wealth Alliance Advisory Group first reported a position in Rockwell Automation in Q4 2021 and has held it in 3 quarters since.
  • Wealth Alliance Advisory Group's Rockwell Automation position peaked at $231K in Q4 2021.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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