West Wealth Group
ROK icon

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
Q3 		$550K Sell
1,263
-3
-0.2% -$1.33K 0.09% 76
2026
Q2 		$627K Buy
1,266
+5
+0.4% +$2.18K 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% +$1.86K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

West Wealth Group's ROK Position: Q3 2026 in Review

West Wealth Group reduced its Rockwell Automation (ROK) stake by 0.24% in Q3 2026, selling an estimated $1.33K and leaving 1,263 shares worth $550K. The position accounts for 0.09% of the portfolio, ranked #76.

West Wealth Group first reported a position in ROK in Q4 2021 and has held it in 20 quarters since. The position peaked at $627K in Q2 2026. 506 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • West Wealth Group held 1,263 shares of Rockwell Automation worth $550K as of Q3 2026.
  • West Wealth Group sold 3 Rockwell Automation shares in Q3 2026, an estimated $1.33K.
  • Rockwell Automation made up 0.09% of West Wealth Group's portfolio in Q3 2026, its #76 holding.
  • West Wealth Group first reported a position in Rockwell Automation in Q4 2021 and has held it in 20 quarters since.
  • West Wealth Group's Rockwell Automation position peaked at $627K in Q2 2026.
  • 506 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.