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 Q3	$494K	Hold	1,134	–	–	0.28%	48
2026 Q2	$561K	Hold	1,134	–	–	0.32%	47
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cedar Point Capital Partners's ROK Position: Q3 2026 in Review

Cedar Point Capital Partners held its Rockwell Automation (ROK) position steady in Q3 2026 at 1,134 shares worth $494K. The position accounts for 0.28% of the portfolio, ranked #48.

Cedar Point Capital Partners first reported a position in ROK in Q4 2023 and has held it in 12 quarters since. The position peaked at $561K in Q2 2026. 1,137 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

Cedar Point Capital Partners held 1,134 shares of Rockwell Automation worth $494K as of Q3 2026.
Cedar Point Capital Partners left its Rockwell Automation share count unchanged in Q3 2026.
Rockwell Automation made up 0.28% of Cedar Point Capital Partners's portfolio in Q3 2026, its #48 holding.
Cedar Point Capital Partners first reported a position in Rockwell Automation in Q4 2023 and has held it in 12 quarters since.
Cedar Point Capital Partners's Rockwell Automation position peaked at $561K in Q2 2026.
1,137 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Cedar Point Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.