WMA
ROK icon

West Michigan Advisors’s Rockwell Automation ROK Stock Holding History

West Michigan Advisors’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 		$403K Sell
813
-5
-0.6% -$2.17K 0.08% 199
2026
Q1 		$294K Sell
818
-159
-16% -$62.7K 0.06% 239
2025
Q4 		$380K Sell
977
-85
-8% -$32K 0.09% 185
2025
Q3 		$371K Buy
1,062
+229
+27% +$79.1K 0.09% 183
2025
Q2 		$277K Sell
833
-6
-0.7% -$1.71K 0.08% 183
2025
Q1 		$217K Buy
+839
New +$234K 0.07% 195

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

West Michigan Advisors's ROK Position: Q2 2026 in Review

West Michigan Advisors reduced its Rockwell Automation (ROK) stake by 0.61% in Q2 2026, selling an estimated $2.17K and leaving 813 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #199.

West Michigan Advisors first reported a position in ROK in Q1 2025 and has held it in 6 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • West Michigan Advisors held 813 shares of Rockwell Automation worth $403K as of Q2 2026.
  • West Michigan Advisors sold 5 Rockwell Automation shares in Q2 2026, an estimated $2.17K.
  • Rockwell Automation made up 0.08% of West Michigan Advisors's portfolio in Q2 2026, its #199 holding.
  • West Michigan Advisors first reported a position in Rockwell Automation in Q1 2025 and has held it in 6 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.