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 Q2	$211K	Sell	426 -275	-39%	-$120K	0.02%	396
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssuredPartners Investment Advisors's ROK Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Rockwell Automation (ROK) stake by 39% in Q2 2026, selling an estimated $120K and leaving 426 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #396.

AssuredPartners Investment Advisors first reported a position in ROK in Q4 2024 and has held it in 6 quarters since. The position peaked at $539K in Q4 2024. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

AssuredPartners Investment Advisors held 426 shares of Rockwell Automation worth $211K as of Q2 2026.
AssuredPartners Investment Advisors sold 275 Rockwell Automation shares in Q2 2026, an estimated $120K.
Rockwell Automation made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #396 holding.
AssuredPartners Investment Advisors first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Rockwell Automation position peaked at $539K in Q4 2024.
1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.