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WealthPLAN Partners’s Rockwell Automation ROK Stock Holding History

WealthPLAN 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 		$472K Hold
953
– – 0.09% 167
2026
Q1 		$342K Buy
953
+19
+2% +$7.5K 0.07% 179
2025
Q4 		$363K Hold
934
– – 0.05% 218
2025
Q3 		$326K Sell
934
-25
-3% -$8.63K 0.05% 213
2025
Q2 		$319K Sell
959
-45
-4% -$12.8K 0.05% 208
2025
Q1 		$259K Hold
1,004
– – 0.04% 225
2024
Q4 		$287K Sell
1,004
-1
-0.1% -$281 0.04% 216
2024
Q3 		$270K Sell
1,005
-76
-7% -$20.2K 0.04% 234
2024
Q2 		$298K Hold
1,081
– – 0.03% 253
2024
Q1 		$315K Sell
1,081
-92
-8% -$26.5K 0.03% 253
2023
Q4 		$364K Hold
1,173
– – 0.04% 251
2023
Q3 		$335K Sell
1,173
-113
-9% -$34.9K 0.04% 254
2023
Q2 		$424K Hold
1,286
– – 0.06% 206
2023
Q1 		$377K Sell
1,286
-188
-13% -$53.5K 0.04% 227
2022
Q4 		$432K Buy
+1,474
New +$370K 0.03% 274
2022
Q1 		$372K Sell
1,474
-103
-7% -$29.6K 0.03% 286
2021
Q4 		$456K Hold
1,577
– – 0.03% 264
2021
Q3 		$553K Buy
1,577
+10
+0.6% +$3.07K 0.04% 240
2021
Q2 		$496K Buy
1,567
+682
+77% +$184K 0.03% 239
2021
Q1 		$232K Hold
885
– – 0.02% 297
2020
Q4 		$214K Sell
885
-2
-0.2% -$489 0.02% 309
2020
Q3 		$209K Sell
887
-7
-0.8% -$1.56K 0.02% 292
2020
Q2 		$209K Buy
+894
New +$173K 0.02% 281

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

WealthPLAN Partners's ROK Position: Q2 2026 in Review

WealthPLAN Partners held its Rockwell Automation (ROK) position steady in Q2 2026 at 953 shares worth $472K. The position accounts for 0.09% of the portfolio, ranked #167.

WealthPLAN Partners first reported a position in ROK in Q2 2020 and has held it in 23 quarters since. The position peaked at $553K in Q3 2021. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • WealthPLAN Partners held 953 shares of Rockwell Automation worth $472K as of Q2 2026.
  • WealthPLAN Partners left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.09% of WealthPLAN Partners's portfolio in Q2 2026, its #167 holding.
  • WealthPLAN Partners first reported a position in Rockwell Automation in Q2 2020 and has held it in 23 quarters since.
  • WealthPLAN Partners's Rockwell Automation position peaked at $553K in Q3 2021.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.