Back to ROK
Roberts Wealth Advisors, LLC → ROK
Roberts Wealth Advisors, LLC ROK Position History
Rockwell Automation, Inc. • Industrials
Quarters held
5
Latest value
$6.1M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q4 2025 | $5M |
| Q1 2026 | $4.9M |
| Q2 2026 | $6.8M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 14.1K | — | — |
| Q2 2026 | $6.8M | 13.8K | — | — |
| Q1 2026 | $4.9M | 13.5K | — | — |
| Q4 2025 | $5M | 12.9K | — | — |
| Q3 2025 | $4.6M | 13.1K | — | — |
Other funds holding ROK
$2.6B
$2.6B
$1.8B
$976.3M
$871.8M
$674.8M
$673.9M
$665.5M