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Cumberland Partners’s Rockwell Automation ROK Stock Holding History

Cumberland 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 		$357K Buy
721
+20
+3% +$8.7K 0.02% 145
2026
Q1 		$252K Sell
701
-95
-12% -$37.5K 0.02% 153
2025
Q4 		$310K Buy
796
+51
+7% +$19.2K 0.02% 163
2025
Q3 		$260K Sell
745
-16
-2% -$5.53K 0.02% 158
2025
Q2 		$253K Buy
+761
New +$217K 0.02% 166

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

Cumberland Partners's ROK Position: Q2 2026 in Review

Cumberland Partners increased its Rockwell Automation (ROK) stake by 2.9% in Q2 2026, buying an estimated $8.7K and bringing the position to 721 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #145.

Cumberland Partners first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Cumberland Partners held 721 shares of Rockwell Automation worth $357K as of Q2 2026.
  • Cumberland Partners bought 20 Rockwell Automation shares in Q2 2026, an estimated $8.7K.
  • Rockwell Automation made up 0.02% of Cumberland Partners's portfolio in Q2 2026, its #145 holding.
  • Cumberland Partners first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.