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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
Q2 		$367K Buy
741
+42
+6% +$18.3K 0.04% 272
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
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

Catalyst Financial Partners's ROK Position: Q2 2026 in Review

Catalyst Financial Partners increased its Rockwell Automation (ROK) stake by 6% in Q2 2026, buying an estimated $18.3K and bringing the position to 741 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #272.

Catalyst Financial Partners first reported a position in ROK in Q2 2023 and has held it in 7 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Catalyst Financial Partners held 741 shares of Rockwell Automation worth $367K as of Q2 2026.
  • Catalyst Financial Partners bought 42 Rockwell Automation shares in Q2 2026, an estimated $18.3K.
  • Rockwell Automation made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #272 holding.
  • Catalyst Financial Partners first reported a position in Rockwell Automation in Q2 2023 and has held it in 7 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.