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Blue Chip Partners’s Rockwell Automation ROK Stock Holding History

Blue Chip 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 		$218K Buy
+440
New +$191K 0.01% 177
2018
Q2 		– Sell
-800
Closed -$139K – 148
2018
Q1 		$139K Buy
+800
New +$152K 0.04% 132

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 $3.37T AUM 44.26% 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

Blue Chip Partners's ROK Position: Q2 2026 in Review

Blue Chip Partners opened a new position in Rockwell Automation (ROK) in Q2 2026: 440 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #177 among its holdings. This is a return to the name: Blue Chip Partners previously reported a position in ROK as recently as Q1 2018.

Blue Chip Partners first reported a position in ROK in Q1 2018 and has held it in 2 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Blue Chip Partners held 440 shares of Rockwell Automation worth $218K as of Q2 2026.
  • Rockwell Automation was a new Blue Chip Partners position in Q2 2026.
  • Rockwell Automation made up 0.01% of Blue Chip Partners's portfolio in Q2 2026, its #177 holding.
  • Blue Chip Partners first reported a position in Rockwell Automation in Q1 2018 and has held it in 2 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.