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Wealth Enhancement Trust Services’s Rockwell Automation ROK Stock Holding History

Wealth Enhancement Trust Services’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 		$565K Buy
1,141
+679
+147% +$295K 0.06% 199
2026
Q1 		$166K Buy
+462
New +$182K 0.02% 301

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Wealth Enhancement Trust Services's ROK Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Rockwell Automation (ROK) stake by 147% in Q2 2026, buying an estimated $295K and bringing the position to 1,141 shares worth $565K. The position accounts for 0.06% of the portfolio, ranked #199.

Wealth Enhancement Trust Services first reported a position in ROK in Q1 2026 and has held it in 2 quarters since. 1,166 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,141 shares of Rockwell Automation worth $565K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 679 Rockwell Automation shares in Q2 2026, an estimated $295K.
  • Rockwell Automation made up 0.06% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #199 holding.
  • Wealth Enhancement Trust Services first reported a position in Rockwell Automation in Q1 2026 and has held it in 2 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.