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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
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 $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

Cumberland Partners's ROK Position: Q1 2026 in Review

Cumberland Partners reduced its Rockwell Automation (ROK) stake by 12% in Q1 2026, selling an estimated $37.5K and leaving 701 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #153.

Cumberland Partners first reported a position in ROK in Q2 2025 and has held it in 4 quarters since. The position peaked at $310K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Cumberland Partners held 701 shares of Rockwell Automation worth $252K as of Q1 2026.
  • Cumberland Partners sold 95 Rockwell Automation shares in Q1 2026, an estimated $37.5K.
  • Rockwell Automation made up 0.02% of Cumberland Partners's portfolio in Q1 2026, its #153 holding.
  • Cumberland Partners first reported a position in Rockwell Automation in Q2 2025 and has held it in 4 quarters since.
  • Cumberland Partners's Rockwell Automation position peaked at $310K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.