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BSW Wealth Partners’s Rockwell Automation ROK Stock Holding History

BSW Wealth 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 		– Sell
-869
Closed -$338K – 336
2025
Q4 		$338K Sell
869
-36
-4% -$13.5K 0.04% 223
2025
Q3 		$316K Buy
905
+166
+22% +$57.3K 0.04% 246
2025
Q2 		$246K Buy
+739
New +$211K 0.03% 277
2025
Q1 		– Sell
-1,029
Closed -$294K – 325
2024
Q4 		$294K Buy
1,029
+108
+12% +$30.4K 0.04% 234
2024
Q3 		$247K Buy
921
+16
+2% +$4.25K 0.04% 261
2024
Q2 		$249K Buy
905
+7
+0.8% +$1.89K 0.04% 242
2024
Q1 		$262K Buy
+898
New +$259K 0.04% 241

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BSW Wealth Partners's ROK Position: Q1 2026 in Review

BSW Wealth Partners sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 869 shares — an estimated $338K sold.

BSW Wealth Partners first reported a position in ROK in Q1 2024 and held it in 7 quarters. The position peaked at $338K in Q4 2025. 1,418 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • BSW Wealth Partners reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 869 Rockwell Automation shares in Q1 2026, an estimated $338K.
  • BSW Wealth Partners first reported a position in Rockwell Automation in Q1 2024 and held it in 7 quarters.
  • BSW Wealth Partners's Rockwell Automation position peaked at $338K in Q4 2025.
  • 1,418 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.