Catalyst Financial Partners’s Rockwell Automation ROK Stock Holding History

Catalyst Financial 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	$251K	Buy	699 +43	+7%	+$17K	0.03%	322
2025 Q4	$255K	Buy	656 +38	+6%	+$14.3K	0.03%	270
2025 Q3	$216K	Buy	618 +11	+2%	+$3.8K	0.03%	297
2025 Q2	$202K	Buy	+607	New	+$173K	0.02%	296
2024 Q1	–	Sell	-656	Closed	-$204K	–	232
2023 Q4	$204K	Buy	+656	New	+$184K	0.06%	211
2023 Q3	–	Sell	-621	Closed	-$205K	–	215
2023 Q2	$205K	Buy	+621	New	+$179K	0.07%	189

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Catalyst Financial Partners's ROK Position: Q1 2026 in Review

Catalyst Financial Partners increased its Rockwell Automation (ROK) stake by 6.6% in Q1 2026, buying an estimated $17K and bringing the position to 699 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #322.

Catalyst Financial Partners first reported a position in ROK in Q2 2023 and has held it in 6 quarters since. The position peaked at $255K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Catalyst Financial Partners held 699 shares of Rockwell Automation worth $251K as of Q1 2026.
Catalyst Financial Partners bought 43 Rockwell Automation shares in Q1 2026, an estimated $17K.
Rockwell Automation made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #322 holding.
Catalyst Financial Partners first reported a position in Rockwell Automation in Q2 2023 and has held it in 6 quarters since.
Catalyst Financial Partners's Rockwell Automation position peaked at $255K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.