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Wealth Preservation Advisors’s Rockwell Automation ROK Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-219
Closed -$85.2K – 1164
2025
Q4 		$85.2K Hold
219
– – 0.04% 147
2025
Q3 		$76.5K Buy
219
+5
+2% +$1.73K 0.04% 153
2025
Q2 		$71.1K Hold
214
– – 0.04% 159
2025
Q1 		$55.3K Buy
+214
New +$59.6K 0.04% 171

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Preservation Advisors's ROK Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 219 shares — an estimated $85.2K sold.

Wealth Preservation Advisors first reported a position in ROK in Q1 2025 and held it in 4 quarters. The position peaked at $85.2K in Q4 2025. 1,422 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 219 Rockwell Automation shares in Q1 2026, an estimated $85.2K.
  • Wealth Preservation Advisors first reported a position in Rockwell Automation in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Rockwell Automation position peaked at $85.2K in Q4 2025.
  • 1,422 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.