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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
Q2 		$627K Buy
1,266
+5
+0.4% +$2.17K 0.1% 70
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 $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 Wealth Group's ROK Position: Q2 2026 in Review

West Wealth Group increased its Rockwell Automation (ROK) stake by 0.4% in Q2 2026, buying an estimated $2.17K and bringing the position to 1,266 shares worth $627K. The position accounts for 0.1% of the portfolio, ranked #70.

West Wealth Group first reported a position in ROK in Q4 2021 and has held it in 19 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • West Wealth Group held 1,266 shares of Rockwell Automation worth $627K as of Q2 2026.
  • West Wealth Group bought 5 Rockwell Automation shares in Q2 2026, an estimated $2.17K.
  • Rockwell Automation made up 0.1% of West Wealth Group's portfolio in Q2 2026, its #70 holding.
  • West Wealth Group first reported a position in Rockwell Automation in Q4 2021 and has held it in 19 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.