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Almanack Investment Partners’s Rockwell Automation ROK Stock Holding History

Almanack Investment Partners’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 		$273K Buy
+551
New +$240K 0.03% 249
2025
Q3 		– Sell
-1,094
Closed -$363K – 230
2025
Q2 		$363K Buy
+1,094
New +$312K 0.06% 143
2018
Q3 		– Sell
-1,188
Closed -$198K – 289
2018
Q2 		$198K Buy
+1,188
New +$206K 0.09% 102

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 $3.38T AUM 44.17% 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

Almanack Investment Partners's ROK Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Rockwell Automation (ROK) in Q2 2026: 551 shares worth $273K. The stake represents 0.03% of the portfolio and ranks #249 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in ROK as recently as Q2 2025.

Almanack Investment Partners first reported a position in ROK in Q2 2018 and has held it in 3 quarters since. The position peaked at $363K in Q2 2025. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Almanack Investment Partners held 551 shares of Rockwell Automation worth $273K as of Q2 2026.
  • Rockwell Automation was a new Almanack Investment Partners position in Q2 2026.
  • Rockwell Automation made up 0.03% of Almanack Investment Partners's portfolio in Q2 2026, its #249 holding.
  • Almanack Investment Partners first reported a position in Rockwell Automation in Q2 2018 and has held it in 3 quarters since.
  • Almanack Investment Partners's Rockwell Automation position peaked at $363K in Q2 2025.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.