Cedar Point Capital Partners’s Rockwell Automation ROK Stock Holding History

Cedar Point Capital 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	$407K	Hold	1,134	–	–	0.26%	51
2025 Q4	$441K	Hold	1,134	–	–	0.28%	47
2025 Q3	$396K	Hold	1,134	–	–	0.26%	44
2025 Q2	$377K	Buy	1,134 +15	+1%	+$4.27K	0.27%	45
2025 Q1	$289K	Buy	1,119 +3	+0.3%	+$835	0.19%	53
2024 Q4	$319K	Buy	1,116 +255	+30%	+$71.7K	0.22%	46
2024 Q3	$231K	Sell	861 -620	-42%	-$165K	0.16%	53
2024 Q2	$408K	Hold	1,481	–	–	0.31%	39
2024 Q1	$431K	Hold	1,481	–	–	0.33%	39
2023 Q4	$460K	Buy	+1,481	New	+$415K	0.38%	39

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

Cedar Point Capital Partners's ROK Position: Q1 2026 in Review

Cedar Point Capital Partners held its Rockwell Automation (ROK) position steady in Q1 2026 at 1,134 shares worth $407K. The position accounts for 0.26% of the portfolio, ranked #51.

Cedar Point Capital Partners first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. The position peaked at $460K in Q4 2023. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Cedar Point Capital Partners held 1,134 shares of Rockwell Automation worth $407K as of Q1 2026.
Cedar Point Capital Partners left its Rockwell Automation share count unchanged in Q1 2026.
Rockwell Automation made up 0.26% of Cedar Point Capital Partners's portfolio in Q1 2026, its #51 holding.
Cedar Point Capital Partners first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
Cedar Point Capital Partners's Rockwell Automation position peaked at $460K in Q4 2023.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Cedar Point Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.