WPC
ROK icon

Wedmont Private Capital’s Rockwell Automation ROK Stock Holding History

Wedmont Private Capital’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
Q3 		$1.46M Buy
3,352
+251
+8% +$112K 0.03% 279
2026
Q2 		$1.46M Buy
3,101
+120
+4% +$52.2K 0.04% 255
2026
Q1 		$1.16M Buy
2,981
+9
+0.3% +$3.55K 0.04% 279
2025
Q4 		$1.22M Buy
2,972
+153
+5% +$57.5K 0.04% 243
2025
Q3 		$970K Sell
2,819
-196
-7% -$67.7K 0.04% 280
2025
Q2 		$1.03M Sell
3,015
-159
-5% -$45.3K 0.04% 258
2025
Q1 		$728K Buy
3,174
+55
+2% +$15.3K 0.04% 285
2024
Q4 		$853K Buy
3,119
+25
+0.8% +$7.03K 0.05% 256
2024
Q3 		$827K Sell
3,094
-21
-0.7% -$5.58K 0.05% 240
2024
Q2 		$883K Sell
3,115
-530
-15% -$143K 0.06% 218
2024
Q1 		$1.05M Buy
3,645
+268
+8% +$77.2K 0.08% 173
2023
Q4 		$1.03M Sell
3,377
-93
-3% -$26.1K 0.08% 155
2023
Q3 		$1.01M Buy
3,470
+172
+5% +$53.2K 0.1% 125
2023
Q2 		$1.13M Sell
3,298
-50
-1% -$14.4K 0.12% 112
2023
Q1 		$921K Buy
3,348
+238
+8% +$67.7K 0.12% 119
2022
Q4 		$832K Buy
3,110
+1,658
+114% +$416K 0.12% 133
2022
Q3 		$312K Buy
+1,452
New +$339K 0.06% 239

Other funds holding ROK

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Wedmont Private Capital's ROK Position: Q3 2026 in Review

Wedmont Private Capital increased its Rockwell Automation (ROK) stake by 8.1% in Q3 2026, buying an estimated $112K and bringing the position to 3,352 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #279.

Wedmont Private Capital first reported a position in ROK in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.46M in Q2 2026. 65 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Wedmont Private Capital held 3,352 shares of Rockwell Automation worth $1.46M as of Q3 2026.
  • Wedmont Private Capital bought 251 Rockwell Automation shares in Q3 2026, an estimated $112K.
  • Rockwell Automation made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #279 holding.
  • Wedmont Private Capital first reported a position in Rockwell Automation in Q3 2022 and has held it in 17 quarters since.
  • Wedmont Private Capital's Rockwell Automation position peaked at $1.46M in Q2 2026.
  • 65 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.