WAS
ROK icon

WESPAC Advisors SoCal’s Rockwell Automation ROK Stock Holding History

WESPAC Advisors SoCal’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 		$2.41M Buy
4,868
+602
+14% +$262K 0.43% 59
2026
Q1 		$1.53M Buy
4,266
+679
+19% +$268K 0.33% 67
2025
Q4 		$1.4M Buy
3,587
+219
+7% +$82.3K 0.28% 64
2025
Q3 		$1.18M Buy
3,368
+65
+2% +$22.4K 0.24% 70
2025
Q2 		$1.1M Buy
+3,303
New +$941K 0.24% 68
2019
Q2 		– Sell
-33
Closed -$5K – 251
2019
Q1 		$5K Hold
33
– – ﹤0.01% 289
2018
Q4 		$4K Buy
+33
New +$5.5K ﹤0.01% 294

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

WESPAC Advisors SoCal's ROK Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Rockwell Automation (ROK) stake by 14% in Q2 2026, buying an estimated $262K and bringing the position to 4,868 shares worth $2.41M. The position accounts for 0.43% of the portfolio, ranked #59.

WESPAC Advisors SoCal first reported a position in ROK in Q4 2018 and has held it in 7 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • WESPAC Advisors SoCal held 4,868 shares of Rockwell Automation worth $2.41M as of Q2 2026.
  • WESPAC Advisors SoCal bought 602 Rockwell Automation shares in Q2 2026, an estimated $262K.
  • Rockwell Automation made up 0.43% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #59 holding.
  • WESPAC Advisors SoCal first reported a position in Rockwell Automation in Q4 2018 and has held it in 7 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.