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Wilkerson Advisory Group’s Rockwell Automation ROK Stock Holding History

Wilkerson Advisory 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 		$308K Sell
622
-72
-10% -$31.3K 0.09% 78
2026
Q1 		$249K Sell
694
-1,162
-63% -$459K 0.09% 83
2025
Q4 		$722K Buy
+1,856
New +$698K 0.25% 44

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

Wilkerson Advisory Group's ROK Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Rockwell Automation (ROK) stake by 10% in Q2 2026, selling an estimated $31.3K and leaving 622 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #78.

Wilkerson Advisory Group first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. The position peaked at $722K in Q4 2025. 1,529 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Wilkerson Advisory Group held 622 shares of Rockwell Automation worth $308K as of Q2 2026.
  • Wilkerson Advisory Group sold 72 Rockwell Automation shares in Q2 2026, an estimated $31.3K.
  • Rockwell Automation made up 0.09% of Wilkerson Advisory Group's portfolio in Q2 2026, its #78 holding.
  • Wilkerson Advisory Group first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Rockwell Automation position peaked at $722K in Q4 2025.
  • 1,529 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.