AssuredPartners Investment Advisors’s Rockwell Automation ROK Stock Holding History

AssuredPartners Investment Advisors’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 Q1	$257K	Sell	701 -473	-40%	-$187K	0.03%	346
2025 Q4	$457K	Buy	1,174 +455	+63%	+$171K	0.07%	225
2025 Q3	$251K	Buy	+719	New	+$248K	0.06%	227
2025 Q2	–	Sell	-1,913	Closed	-$494K	–	311
2025 Q1	$494K	Buy	1,913 +28	+1%	+$7.79K	0.1%	200
2024 Q4	$539K	Buy	+1,885	New	+$530K	0.11%	190

Other funds holding ROK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AssuredPartners Investment Advisors's ROK Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Rockwell Automation (ROK) stake by 40% in Q1 2026, selling an estimated $187K and leaving 701 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #346.

AssuredPartners Investment Advisors first reported a position in ROK in Q4 2024 and has held it in 5 quarters since. The position peaked at $539K in Q4 2024. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

AssuredPartners Investment Advisors held 701 shares of Rockwell Automation worth $257K as of Q1 2026.
AssuredPartners Investment Advisors sold 473 Rockwell Automation shares in Q1 2026, an estimated $187K.
Rockwell Automation made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #346 holding.
AssuredPartners Investment Advisors first reported a position in Rockwell Automation in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Rockwell Automation position peaked at $539K in Q4 2024.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.