AGP
ROK icon

Autumn Glory Partners’s Rockwell Automation ROK Stock Holding History

Autumn Glory 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 		$711K Buy
1,437
+1
+0.1% +$435 0.2% 113
2026
Q1 		$515K Buy
1,436
+414
+41% +$163K 0.19% 122
2025
Q4 		$398K Buy
1,022
+320
+46% +$120K 0.14% 144
2025
Q3 		$245K Buy
+702
New +$242K 0.1% 169

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

Autumn Glory Partners's ROK Position: Q2 2026 in Review

Autumn Glory Partners increased its Rockwell Automation (ROK) stake by 0.07% in Q2 2026, buying an estimated $435 and bringing the position to 1,437 shares worth $711K. The position accounts for 0.2% of the portfolio, ranked #113.

Autumn Glory Partners first reported a position in ROK in Q3 2025 and has held it in 4 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Autumn Glory Partners held 1,437 shares of Rockwell Automation worth $711K as of Q2 2026.
  • Autumn Glory Partners bought 1 Rockwell Automation share in Q2 2026, an estimated $435.
  • Rockwell Automation made up 0.2% of Autumn Glory Partners's portfolio in Q2 2026, its #113 holding.
  • Autumn Glory Partners first reported a position in Rockwell Automation in Q3 2025 and has held it in 4 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.