Wealthfront Advisers’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.84M | Buy |
9,769
+430
| +5% | +$187K | 0.01% | 447 |
|
|
2026
Q1 | $3.35M | Buy |
9,339
+54
| +0.6% | +$21.3K | 0.01% | 506 |
|
|
2025
Q4 | $3.61M | Buy |
9,285
+992
| +12% | +$373K | 0.01% | 477 |
|
|
2025
Q3 | $2.9M | Buy |
8,293
+676
| +9% | +$233K | 0.01% | 511 |
|
|
2025
Q2 | $2.53M | Sell |
7,617
-91
| -1% | -$25.9K | 0.01% | 517 |
|
|
2025
Q1 | $1.99M | Buy |
7,708
+43
| +0.6% | +$12K | 0.01% | 540 |
|
|
2024
Q4 | $2.19M | Buy |
7,665
+418
| +6% | +$118K | 0.01% | 510 |
|
|
2024
Q3 | $1.95M | Sell |
7,247
-1,992
| -22% | -$529K | 0.01% | 504 |
|
|
2024
Q2 | $2.54M | Buy |
9,239
+1,320
| +17% | +$356K | 0.01% | 428 |
|
|
2024
Q1 | $2.31M | Buy |
7,919
+919
| +13% | +$265K | 0.01% | 452 |
|
|
2023
Q4 | $2.17M | Sell |
7,000
-192
| -3% | -$53.8K | 0.01% | 447 |
|
|
2023
Q3 | $2.06M | Sell |
7,192
-1,823
| -20% | -$564K | 0.01% | 419 |
|
|
2023
Q2 | $2.97M | Buy |
9,015
+1,687
| +23% | +$487K | 0.01% | 328 |
|
|
2023
Q1 | $2.15M | Sell |
7,328
-50
| -0.7% | -$14.2K | 0.01% | 396 |
|
|
2022
Q4 | $1.9M | Sell |
7,378
-619
| -8% | -$155K | 0.01% | 413 |
|
|
2022
Q3 | $1.72M | Sell |
7,997
-5,183
| -39% | -$1.21M | 0.01% | 395 |
|
|
2022
Q2 | $2.63M | Buy |
13,180
+2,192
| +20% | +$495K | 0.01% | 313 |
|
|
2022
Q1 | $3.08M | Buy |
10,988
+4,699
| +75% | +$1.35M | 0.01% | 299 |
|
|
2021
Q4 | $2.19M | Buy |
6,289
+218
| +4% | +$72.2K | 0.01% | 362 |
|
|
2021
Q3 | $1.78M | Buy |
6,071
+435
| +8% | +$134K | 0.01% | 369 |
|
|
2021
Q2 | $1.61M | Sell |
5,636
-67
| -1% | -$18.1K | 0.01% | 342 |
|
|
2021
Q1 | $1.51M | Sell |
5,703
-139
| -2% | -$35.4K | 0.01% | 320 |
|
|
2020
Q4 | $1.47M | Sell |
5,842
-159
| -3% | -$38.9K | 0.01% | 294 |
|
|
2020
Q3 | $1.32M | Buy |
6,001
+417
| +7% | +$93.2K | 0.01% | 268 |
|
|
2020
Q2 | $1.19M | Buy |
5,584
+3,386
| +154% | +$655K | 0.01% | 280 |
|
|
2020
Q1 | $332K | Sell |
2,198
-1,274
| -37% | -$236K | ﹤0.01% | 386 |
|
|
2019
Q4 | $704K | Buy |
3,472
+735
| +27% | +$136K | 0.01% | 368 |
|
|
2019
Q3 | $451K | Sell |
2,737
-13
| -0.5% | -$2.05K | ﹤0.01% | 386 |
|
|
2019
Q2 | $451K | Sell |
2,750
-494
| -15% | -$83.5K | ﹤0.01% | 398 |
|
|
2019
Q1 | $569K | Buy |
3,244
+840
| +35% | +$143K | 0.01% | 353 |
|
|
2018
Q4 | $362K | Buy |
+2,404
| New | +$401K | ﹤0.01% | 375 |
|
Other funds holding ROK
Wealthfront Advisers's ROK Position: Q2 2026 in Review
Wealthfront Advisers increased its Rockwell Automation (ROK) stake by 4.6% in Q2 2026, buying an estimated $187K and bringing the position to 9,769 shares worth $4.84M. The position accounts for 0.01% of the portfolio, ranked #447.
Wealthfront Advisers first reported a position in ROK in Q4 2018 and has held it in 31 quarters since. 1,192 funds tracked by Wall St. Rank hold ROK as of Q2 2026.
- Wealthfront Advisers held 9,769 shares of Rockwell Automation worth $4.84M as of Q2 2026.
- Wealthfront Advisers bought 430 Rockwell Automation shares in Q2 2026, an estimated $187K.
- Rockwell Automation made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #447 holding.
- Wealthfront Advisers first reported a position in Rockwell Automation in Q4 2018 and has held it in 31 quarters since.
- 1,192 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.