WFAG
ROK icon

Worth Financial Advisory Group’s Rockwell Automation ROK Stock Holding History

Worth Financial 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 		$435K Buy
+879
New +$382K 0.18% 121

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

Worth Financial Advisory Group's ROK Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Rockwell Automation (ROK) in Q2 2026: 879 shares worth $435K. The stake represents 0.18% of the portfolio and ranks #121 among its holdings.

1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Worth Financial Advisory Group held 879 shares of Rockwell Automation worth $435K as of Q2 2026.
  • Rockwell Automation was a new Worth Financial Advisory Group position in Q2 2026.
  • Rockwell Automation made up 0.18% of Worth Financial Advisory Group's portfolio in Q2 2026, its #121 holding.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.