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WealthPlan Investment Management’s Rockwell Automation ROK Stock Holding History

WealthPlan Investment Management’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 		$262K Buy
+530
New +$231K 0.01% 415
2023
Q1 		– Sell
-1,474
Closed -$433K – 538
2022
Q4 		$433K Hold
1,474
– – 0.03% 272
2022
Q3 		$376K Buy
+1,474
New +$344K 0.03% 276
2022
Q1 		$372K Buy
+1,474
New +$423K 0.03% 286

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's ROK Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Rockwell Automation (ROK) in Q2 2026: 530 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #415 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in ROK as recently as Q4 2022.

WealthPlan Investment Management first reported a position in ROK in Q1 2022 and has held it in 4 quarters since. The position peaked at $433K in Q4 2022. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • WealthPlan Investment Management held 530 shares of Rockwell Automation worth $262K as of Q2 2026.
  • Rockwell Automation was a new WealthPlan Investment Management position in Q2 2026.
  • Rockwell Automation made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #415 holding.
  • WealthPlan Investment Management first reported a position in Rockwell Automation in Q1 2022 and has held it in 4 quarters since.
  • WealthPlan Investment Management's Rockwell Automation position peaked at $433K in Q4 2022.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.