Cerity Partners
ROK icon

Cerity Partners’s Rockwell Automation ROK Stock Holding History

Cerity 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 		$10.9M Sell
30,439
-2,728
-8% -$1.08M 0.02% 651
2025
Q4 		$12.9M Buy
33,167
+3,510
+12% +$1.32M 0.02% 545
2025
Q3 		$10.4M Sell
29,657
-1,343
-4% -$464K 0.02% 569
2025
Q2 		$10.3M Buy
31,000
+5,927
+24% +$1.69M 0.02% 524
2025
Q1 		$6.48M Sell
25,073
-6,901
-22% -$1.92M 0.01% 629
2024
Q4 		$9.05M Buy
31,974
+1,348
+4% +$379K 0.02% 515
2024
Q3 		$8.22M Buy
30,626
+676
+2% +$179K 0.02% 549
2024
Q2 		$8.24M Buy
29,950
+2,842
+10% +$767K 0.02% 476
2024
Q1 		$7.89M Buy
27,108
+7,120
+36% +$2.05M 0.02% 525
2023
Q4 		$6.21M Buy
19,988
+3,027
+18% +$848K 0.02% 483
2023
Q3 		$4.85M Buy
16,961
+3,649
+27% +$1.13M 0.02% 424
2023
Q2 		$4.39M Buy
13,312
+1,985
+18% +$573K 0.02% 531
2023
Q1 		$7.5M Buy
11,327
+658
+6% +$187K 0.02% 409
2022
Q4 		$2.75M Buy
10,669
+7,970
+295% +$2M 0.02% 473
2022
Q3 		$581K Sell
2,699
-120
-4% -$28K 0.01% 658
2022
Q2 		$562K Buy
2,819
+1,747
+163% +$395K 0.01% 711
2022
Q1 		$300K Sell
1,072
-266
-20% -$76.4K ﹤0.01% 727
2021
Q4 		$464K Buy
+1,338
New +$443K 0.01% 618
2021
Q1 		– Sell
-1,250
Closed -$314K – 737
2020
Q4 		$314K Buy
1,250
+194
+18% +$47.5K 0.01% 506
2020
Q3 		$233K Sell
1,056
-16
-1% -$3.58K 0.01% 440
2020
Q2 		$228K Buy
+1,072
New +$207K 0.01% 397
2018
Q4 		– Sell
-1,175
Closed -$220K – 547
2018
Q3 		$220K Buy
+1,175
New +$210K 0.02% 493

Other funds holding ROK

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cerity Partners's ROK Position: Q1 2026 in Review

Cerity Partners reduced its Rockwell Automation (ROK) stake by 8.2% in Q1 2026, selling an estimated $1.08M and leaving 30,439 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #651.

Cerity Partners first reported a position in ROK in Q3 2018 and has held it in 22 quarters since. The position peaked at $12.9M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Cerity Partners held 30,439 shares of Rockwell Automation worth $10.9M as of Q1 2026.
  • Cerity Partners sold 2,728 Rockwell Automation shares in Q1 2026, an estimated $1.08M.
  • Rockwell Automation made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #651 holding.
  • Cerity Partners first reported a position in Rockwell Automation in Q3 2018 and has held it in 22 quarters since.
  • Cerity Partners's Rockwell Automation position peaked at $12.9M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.