WWA
ROK icon

Wealth Watch Advisors’s Rockwell Automation ROK Stock Holding History

Wealth Watch 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
Q2 		$272K Buy
+550
New +$239K 0.09% 109
2026
Q1 		– Sell
-550
Closed -$214K – 709
2025
Q4 		$214K Buy
550
+12
+2% +$4.51K 0.08% 93
2025
Q3 		$188K Buy
+538
New +$186K 0.08% 92

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

Wealth Watch Advisors's ROK Position: Q2 2026 in Review

Wealth Watch Advisors opened a new position in Rockwell Automation (ROK) in Q2 2026: 550 shares worth $272K. The stake represents 0.09% of the portfolio and ranks #109 among its holdings. This is a return to the name: Wealth Watch Advisors previously reported a position in ROK as recently as Q4 2025.

Wealth Watch Advisors first reported a position in ROK in Q3 2025 and has held it in 3 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Wealth Watch Advisors held 550 shares of Rockwell Automation worth $272K as of Q2 2026.
  • Rockwell Automation was a new Wealth Watch Advisors position in Q2 2026.
  • Rockwell Automation made up 0.09% of Wealth Watch Advisors's portfolio in Q2 2026, its #109 holding.
  • Wealth Watch Advisors first reported a position in Rockwell Automation in Q3 2025 and has held it in 3 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Wealth Watch Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.