WAP
ROK icon

Wealthcare Advisory Partners’s Rockwell Automation ROK Stock Holding History

Wealthcare Advisory Partners’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 		$1.94M Sell
3,913
-184
-4% -$80K 0.04% 371
2026
Q1 		$1.47M Buy
4,097
+1,223
+43% +$483K 0.03% 427
2025
Q4 		$1.12M Buy
2,874
+1,667
+138% +$627K 0.02% 484
2025
Q3 		$422K Buy
1,207
+65
+6% +$22.4K 0.01% 724
2025
Q2 		$379K Buy
+1,142
New +$325K 0.01% 721
2023
Q4 		– Sell
-947
Closed -$271K – 767
2023
Q3 		$271K Sell
947
-28
-3% -$8.66K 0.01% 577
2023
Q2 		$321K Sell
975
-803
-45% -$232K 0.01% 545
2023
Q1 		$522K Sell
1,778
-175
-9% -$49.8K 0.02% 449
2022
Q4 		$503K Buy
1,953
+422
+28% +$106K 0.02% 424
2022
Q3 		$329K Buy
1,531
+37
+2% +$8.63K 0.02% 462
2022
Q2 		$298K Sell
1,494
-189
-11% -$42.7K 0.02% 428
2022
Q1 		$471K Buy
1,683
+37
+2% +$10.6K 0.03% 320
2021
Q4 		$574K Buy
1,646
+564
+52% +$187K 0.03% 296
2021
Q3 		$318K Buy
1,082
+162
+18% +$49.7K 0.02% 401
2021
Q2 		$263K Buy
920
+173
+23% +$46.7K 0.02% 452
2021
Q1 		$198K Buy
+747
New +$190K 0.01% 482
2020
Q2 		– Sell
-690
Closed -$104K – 1135
2020
Q1 		$104K Hold
690
– – 0.02% 367
2019
Q4 		$140K Buy
690
+25
+4% +$4.63K 0.02% 341
2019
Q3 		$110K Buy
665
+54
+9% +$8.53K 0.02% 358
2019
Q2 		$100K Hold
611
– – 0.02% 378
2019
Q1 		$107K Sell
611
-314
-34% -$53.4K 0.02% 325
2018
Q4 		$139K Buy
925
+45
+5% +$7.51K 0.03% 262
2018
Q3 		$165K Buy
880
+204
+30% +$36.5K 0.03% 254
2018
Q2 		$112K Hold
676
– – 0.02% 307
2018
Q1 		$118K Buy
676
+520
+333% +$98.7K 0.03% 253
2017
Q4 		$31K Buy
156
+80
+105% +$15.3K 0.01% 452
2017
Q3 		$14K Buy
+76
New +$12.6K ﹤0.01% 487

Other funds holding ROK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Wealthcare Advisory Partners's ROK Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Rockwell Automation (ROK) stake by 4.5% in Q2 2026, selling an estimated $80K and leaving 3,913 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #371.

Wealthcare Advisory Partners first reported a position in ROK in Q3 2017 and has held it in 27 quarters since. 300 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Wealthcare Advisory Partners held 3,913 shares of Rockwell Automation worth $1.94M as of Q2 2026.
  • Wealthcare Advisory Partners sold 184 Rockwell Automation shares in Q2 2026, an estimated $80K.
  • Rockwell Automation made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #371 holding.
  • Wealthcare Advisory Partners first reported a position in Rockwell Automation in Q3 2017 and has held it in 27 quarters since.
  • 300 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.