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Chicago Partners Investment Group’s Rockwell Automation ROK Stock Holding History

Chicago Partners Investment Group’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 		$1.1M Buy
2,378
+833
+54% +$362K 0.02% 611
2026
Q1 		$629K Buy
1,545
+136
+10% +$53.7K 0.01% 758
2025
Q4 		$589K Buy
1,409
+609
+76% +$229K 0.01% 682
2025
Q3 		$290K Buy
800
+62
+8% +$21.4K 0.01% 969
2025
Q2 		$264K Buy
+738
New +$210K 0.01% 907
2017
Q4 		– Sell
-40
Closed -$7K – 940
2017
Q3 		$7K Buy
+40
New +$6.66K ﹤0.01% 832

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

Chicago Partners Investment Group's ROK Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Rockwell Automation (ROK) stake by 54% in Q2 2026, buying an estimated $362K and bringing the position to 2,378 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #611.

Chicago Partners Investment Group first reported a position in ROK in Q3 2017 and has held it in 6 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Chicago Partners Investment Group held 2,378 shares of Rockwell Automation worth $1.1M as of Q2 2026.
  • Chicago Partners Investment Group bought 833 Rockwell Automation shares in Q2 2026, an estimated $362K.
  • Rockwell Automation made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #611 holding.
  • Chicago Partners Investment Group first reported a position in Rockwell Automation in Q3 2017 and has held it in 6 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.