Burling Wealth Partners’s Rockwell Automation ROK Stock Holding History

Burling 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 Q2	$297K	Hold	600	–	–	0.04%	162
2026 Q1	$215K	Hold	600	–	–	0.03%	173
2025 Q4	$233K	Buy	+600	New	+$226K	0.04%	175

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burling Wealth Partners's ROK Position: Q2 2026 in Review

Burling Wealth Partners held its Rockwell Automation (ROK) position steady in Q2 2026 at 600 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #162.

Burling Wealth Partners first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Burling Wealth Partners held 600 shares of Rockwell Automation worth $297K as of Q2 2026.
Burling Wealth Partners left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up 0.04% of Burling Wealth Partners's portfolio in Q2 2026, its #162 holding.
Burling Wealth Partners first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.