Cerity Partners
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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
Q2 		$17.9M Buy
36,181
+5,742
+19% +$2.5M 0.02% 520
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 $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

Cerity Partners's ROK Position: Q2 2026 in Review

Cerity Partners increased its Rockwell Automation (ROK) stake by 19% in Q2 2026, buying an estimated $2.5M and bringing the position to 36,181 shares worth $17.9M. The position accounts for 0.02% of the portfolio, ranked #520.

Cerity Partners first reported a position in ROK in Q3 2018 and has held it in 23 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Cerity Partners held 36,181 shares of Rockwell Automation worth $17.9M as of Q2 2026.
  • Cerity Partners bought 5,742 Rockwell Automation shares in Q2 2026, an estimated $2.5M.
  • Rockwell Automation made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #520 holding.
  • Cerity Partners first reported a position in Rockwell Automation in Q3 2018 and has held it in 23 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.