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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Autumn Glory Partners's ROK Position: Q1 2026 in Review

Autumn Glory Partners increased its Rockwell Automation (ROK) stake by 41% in Q1 2026, buying an estimated $163K and bringing the position to 1,436 shares worth $515K. The position accounts for 0.19% of the portfolio, ranked #122.

Autumn Glory Partners first reported a position in ROK in Q3 2025 and has held it in 3 quarters since. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Autumn Glory Partners held 1,436 shares of Rockwell Automation worth $515K as of Q1 2026.
  • Autumn Glory Partners bought 414 Rockwell Automation shares in Q1 2026, an estimated $163K.
  • Rockwell Automation made up 0.19% of Autumn Glory Partners's portfolio in Q1 2026, its #122 holding.
  • Autumn Glory Partners first reported a position in Rockwell Automation in Q3 2025 and has held it in 3 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.