West Paces Advisors’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $23.5K | Sell |
54
-1
| -2% | -$445 | ﹤0.01% | 351 |
|
|
2026
Q2 | $27.2K | Buy |
+55
| New | +$23.9K | ﹤0.01% | 326 |
|
|
2025
Q2 | – | Sell |
-58
| Closed | -$15K | – | 488 |
|
|
2025
Q1 | $15K | Hold |
58
| – | – | ﹤0.01% | 317 |
|
|
2024
Q4 | $16.6K | Hold |
58
| – | – | ﹤0.01% | 311 |
|
|
2024
Q3 | $15.6K | Hold |
58
| – | – | ﹤0.01% | 318 |
|
|
2024
Q2 | $16K | Hold |
58
| – | – | ﹤0.01% | 309 |
|
|
2024
Q1 | $16.9K | Sell |
58
-16
| -22% | -$4.61K | ﹤0.01% | 322 |
|
|
2023
Q4 | $23K | Buy |
74
+2
| +3% | +$561 | 0.01% | 290 |
|
|
2023
Q3 | $20.6K | Hold |
72
| – | – | 0.01% | 293 |
|
|
2023
Q2 | $23.7K | Hold |
72
| – | – | 0.01% | 290 |
|
|
2023
Q1 | $21.1K | Hold |
72
| – | – | 0.01% | 303 |
|
|
2022
Q4 | $18.5K | Hold |
72
| – | – | 0.01% | 297 |
|
|
2022
Q3 | $15.5K | Hold |
72
| – | – | 0.01% | 300 |
|
|
2022
Q2 | $14.4K | Buy |
72
+4
| +6% | +$903 | ﹤0.01% | 332 |
|
|
2022
Q1 | $19K | Hold |
68
| – | – | 0.01% | 320 |
|
|
2021
Q4 | $23.7K | Hold |
68
| – | – | 0.01% | 297 |
|
|
2021
Q3 | $20K | Hold |
68
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $19.4K | Hold |
68
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $18K | Hold |
68
| – | – | 0.01% | 274 |
|
|
2020
Q4 | $17.1K | Hold |
68
| – | – | 0.01% | 262 |
|
|
2020
Q3 | $15K | Hold |
68
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $14.5K | Hold |
68
| – | – | 0.01% | 279 |
|
|
2020
Q1 | $10.3K | Sell |
68
-14
| -17% | -$2.6K | 0.01% | 299 |
|
|
2019
Q4 | $16.6K | Hold |
82
| – | – | 0.01% | 299 |
|
|
2019
Q3 | $13.5K | Hold |
82
| – | – | 0.01% | 294 |
|
|
2019
Q2 | $13.4K | Hold |
82
| – | – | 0.01% | 286 |
|
|
2019
Q1 | $14.4K | Hold |
82
| – | – | 0.01% | 280 |
|
|
2018
Q4 | $12.3K | Hold |
82
| – | – | 0.01% | 293 |
|
|
2018
Q3 | $15.4K | Hold |
82
| – | – | 0.01% | 285 |
|
|
2018
Q2 | $13.6K | Hold |
82
| – | – | 0.01% | 296 |
|
|
2018
Q1 | $14.3K | Hold |
82
| – | – | 0.01% | 282 |
|
|
2017
Q4 | $16.1K | Hold |
82
| – | – | 0.01% | 287 |
|
|
2017
Q3 | $14.6K | Hold |
82
| – | – | 0.01% | 292 |
|
|
2017
Q2 | $13.3K | Hold |
82
| – | – | 0.01% | 299 |
|
|
2017
Q1 | $12.8K | Hold |
82
| – | – | 0.01% | 296 |
|
|
2016
Q4 | $11K | Buy |
+82
| New | +$10.5K | 0.01% | 324 |
|
Other funds holding ROK
West Paces Advisors's ROK Position: Q3 2026 in Review
West Paces Advisors reduced its Rockwell Automation (ROK) stake by 1.8% in Q3 2026, selling an estimated $445 and leaving 54 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #351.
West Paces Advisors first reported a position in ROK in Q4 2016 and has held it in 36 quarters since. The position peaked at $27.2K in Q2 2026. 784 funds tracked by Wall St. Rank hold ROK as of Q3 2026.
- West Paces Advisors held 54 shares of Rockwell Automation worth $23.5K as of Q3 2026.
- West Paces Advisors sold 1 Rockwell Automation share in Q3 2026, an estimated $445.
- Rockwell Automation made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #351 holding.
- West Paces Advisors first reported a position in Rockwell Automation in Q4 2016 and has held it in 36 quarters since.
- West Paces Advisors's Rockwell Automation position peaked at $27.2K in Q2 2026.
- 784 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.
Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.