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Wealthspire Advisors (New York)’s Rockwell Automation ROK Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$2.2M Buy
6,137
+2,376
+63% +$938K 0.02% 276
2025
Q4 		$1.46M Buy
3,761
+996
+36% +$374K 0.01% 354
2025
Q3 		$967K Sell
2,765
-2,475
-47% -$855K 0.01% 400
2025
Q2 		$1.74M Sell
5,240
-166
-3% -$47.3K 0.01% 296
2025
Q1 		$1.4M Buy
5,406
+2,660
+97% +$740K 0.01% 329
2024
Q4 		$785K Buy
2,746
+106
+4% +$29.8K 0.01% 418
2024
Q3 		$709K Buy
2,640
+381
+17% +$101K 0.01% 430
2024
Q2 		$622K Buy
2,259
+92
+4% +$24.8K 0.01% 385
2024
Q1 		$631K Sell
2,167
-292
-12% -$84.1K 0.01% 385
2023
Q4 		$763K Sell
2,459
-37
-1% -$10.4K 0.01% 354
2023
Q3 		$714K Buy
2,496
+53
+2% +$16.4K 0.01% 335
2023
Q2 		$805K Sell
2,443
-10
-0.4% -$2.89K 0.01% 289
2023
Q1 		$720K Sell
2,453
-350
-12% -$99.5K 0.01% 303
2022
Q4 		$722K Buy
2,803
+212
+8% +$53.2K 0.01% 315
2022
Q3 		$557K Sell
2,591
-75
-3% -$17.5K 0.01% 317
2022
Q2 		$531K Buy
2,666
+75
+3% +$16.9K 0.01% 306
2022
Q1 		$726K Sell
2,591
-510
-16% -$147K 0.02% 221
2021
Q4 		$1.08M Sell
3,101
-88
-3% -$29.1K 0.02% 218
2021
Q3 		$938K Buy
3,189
+649
+26% +$199K 0.02% 256
2021
Q2 		$726K Sell
2,540
-1,618
-39% -$436K 0.02% 190
2021
Q1 		$1.1M Buy
4,158
+498
+14% +$127K 0.03% 246
2020
Q4 		$918K Buy
+3,660
New +$895K 0.03% 217
2020
Q2 		– Sell
-3,955
Closed -$597K – 472
2020
Q1 		$597K Buy
+3,955
New +$733K 0.03% 268
2019
Q1 		– Sell
-29
Closed -$4K – 643
2018
Q4 		$4K Buy
+29
New +$4.84K ﹤0.01% 694

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s ROK Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Rockwell Automation (ROK) stake by 63% in Q1 2026, buying an estimated $938K and bringing the position to 6,137 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #276.

Wealthspire Advisors (New York) first reported a position in ROK in Q4 2018 and has held it in 24 quarters since. 1,417 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Wealthspire Advisors (New York) held 6,137 shares of Rockwell Automation worth $2.2M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 2,376 Rockwell Automation shares in Q1 2026, an estimated $938K.
  • Rockwell Automation made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #276 holding.
  • Wealthspire Advisors (New York) first reported a position in Rockwell Automation in Q4 2018 and has held it in 24 quarters since.
  • 1,417 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.