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West Wealth Group’s Rockwell Automation ROK Stock Holding History

West Wealth Group’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 		$453K Buy
1,261
+21
+2% +$8.29K 0.09% 84
2025
Q4 		$483K Sell
1,240
-1
-0.1% -$376 0.1% 70
2025
Q3 		$437K Sell
1,241
-148
-11% -$51.1K 0.1% 71
2025
Q2 		$457K Buy
1,389
+6
+0.4% +$1.71K 0.11% 61
2025
Q1 		$358K Buy
1,383
+7
+0.5% +$1.95K 0.11% 65
2024
Q4 		$393K Buy
1,376
+5
+0.4% +$1.41K 0.12% 58
2024
Q3 		$368K Sell
1,371
-365
-21% -$96.9K 0.12% 55
2024
Q2 		$478K Buy
1,736
+8
+0.5% +$2.16K 0.17% 49
2024
Q1 		$503K Buy
1,728
+8
+0.5% +$2.3K 0.19% 46
2023
Q4 		$534K Buy
1,720
+1
+0.1% +$280 0.21% 41
2023
Q3 		$491K Buy
1,719
+6
+0.4% +$1.85K 0.21% 41
2023
Q2 		$564K Buy
1,713
+7
+0.4% +$2.02K 0.24% 33
2023
Q1 		$501K Buy
1,706
+7
+0.4% +$1.99K 0.23% 31
2022
Q4 		$438K Buy
1,699
+8
+0.5% +$2.01K 0.22% 38
2022
Q3 		$363K Buy
1,691
+7
+0.4% +$1.63K 0.18% 41
2022
Q2 		$335K Buy
1,684
+9
+0.5% +$2.03K 0.16% 43
2022
Q1 		$469K Buy
1,675
+7
+0.4% +$2.01K 0.19% 32
2021
Q4 		$582K Buy
+1,668
New +$552K 0.22% 29

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

West Wealth Group's ROK Position: Q1 2026 in Review

West Wealth Group increased its Rockwell Automation (ROK) stake by 1.7% in Q1 2026, buying an estimated $8.29K and bringing the position to 1,261 shares worth $453K. The position accounts for 0.09% of the portfolio, ranked #84.

West Wealth Group first reported a position in ROK in Q4 2021 and has held it in 18 quarters since. The position peaked at $582K in Q4 2021. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • West Wealth Group held 1,261 shares of Rockwell Automation worth $453K as of Q1 2026.
  • West Wealth Group bought 21 Rockwell Automation shares in Q1 2026, an estimated $8.29K.
  • Rockwell Automation made up 0.09% of West Wealth Group's portfolio in Q1 2026, its #84 holding.
  • West Wealth Group first reported a position in Rockwell Automation in Q4 2021 and has held it in 18 quarters since.
  • West Wealth Group's Rockwell Automation position peaked at $582K in Q4 2021.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.