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Badgley Phelps Wealth Managers’s Rockwell Automation ROK Stock Holding History

Badgley Phelps Wealth Managers’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 		$286K Sell
798
-663
-45% -$262K 0.01% 286
2025
Q4 		$568K Buy
+1,461
New +$549K 0.01% 227

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

Badgley Phelps Wealth Managers's ROK Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Rockwell Automation (ROK) stake by 45% in Q1 2026, selling an estimated $262K and leaving 798 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #286.

Badgley Phelps Wealth Managers first reported a position in ROK in Q4 2025 and has held it in 2 quarters since. The position peaked at $568K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Badgley Phelps Wealth Managers held 798 shares of Rockwell Automation worth $286K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 663 Rockwell Automation shares in Q1 2026, an estimated $262K.
  • Rockwell Automation made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #286 holding.
  • Badgley Phelps Wealth Managers first reported a position in Rockwell Automation in Q4 2025 and has held it in 2 quarters since.
  • Badgley Phelps Wealth Managers's Rockwell Automation position peaked at $568K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.