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55 North Private Wealth’s Rockwell Automation ROK Stock Holding History

55 North Private Wealth’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 		$335K Buy
+677
New +$295K 0.07% 155

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

55 North Private Wealth's ROK Position: Q2 2026 in Review

55 North Private Wealth opened a new position in Rockwell Automation (ROK) in Q2 2026: 677 shares worth $335K. The stake represents 0.07% of the portfolio and ranks #155 among its holdings.

1,520 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • 55 North Private Wealth held 677 shares of Rockwell Automation worth $335K as of Q2 2026.
  • Rockwell Automation was a new 55 North Private Wealth position in Q2 2026.
  • Rockwell Automation made up 0.07% of 55 North Private Wealth's portfolio in Q2 2026, its #155 holding.
  • 1,520 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.