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Whipplewood Advisors’s Rockwell Automation ROK Stock Holding History

Whipplewood 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 		– Sell
-18
Closed -$6.46K – 961
2026
Q1 		$6.46K Buy
+18
New +$7.1K ﹤0.01% 566
2025
Q3 		– Sell
-56
Closed -$18.6K – 981
2025
Q2 		$18.6K Buy
56
+18
+47% +$5.13K 0.01% 476
2025
Q1 		$7.49K Buy
38
+17
+81% +$4.73K ﹤0.01% 617
2024
Q4 		$6K Buy
+21
New +$5.91K ﹤0.01% 655

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

Whipplewood Advisors's ROK Position: Q2 2026 in Review

Whipplewood Advisors sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 18 shares — an estimated $6.46K sold.

Whipplewood Advisors first reported a position in ROK in Q4 2024 and held it in 4 quarters. The position peaked at $18.6K in Q2 2025. 1,526 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Whipplewood Advisors reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 18 Rockwell Automation shares in Q2 2026, an estimated $6.46K.
  • Whipplewood Advisors first reported a position in Rockwell Automation in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Rockwell Automation position peaked at $18.6K in Q2 2025.
  • 1,526 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.