Cyndeo Wealth Partners’s Rockwell Automation ROK Stock Holding History

Cyndeo Wealth 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	$1.4M	Sell	2,836 -23	-0.8%	-$10K	0.07%	224
2026 Q1	$1.03M	Buy	2,859 +254	+10%	+$100K	0.05%	234
2025 Q4	$1.01M	Sell	2,605 -5	-0.2%	-$1.88K	0.05%	236
2025 Q3	$912K	Sell	2,610 -26	-1%	-$8.98K	0.05%	247
2025 Q2	$876K	Buy	2,636 +100	+4%	+$28.5K	0.05%	242
2025 Q1	$655K	Sell	2,536 -36	-1%	-$10K	0.04%	265
2024 Q4	$735K	Sell	2,572 -9	-0.3%	-$2.53K	0.05%	251
2024 Q3	$693K	Sell	2,581 -3,526	-58%	-$936K	0.05%	258
2024 Q2	$1.68M	Buy	6,107 +76	+1%	+$20.5K	0.13%	173
2024 Q1	$1.76M	Sell	6,031 -443	-7%	-$128K	0.15%	162
2023 Q4	$2.01M	Buy	6,474 +1,594	+33%	+$447K	0.19%	138
2023 Q3	$1.4M	Buy	4,880 +38	+0.8%	+$11.8K	0.15%	155
2023 Q2	$1.6M	Sell	4,842 -179	-4%	-$51.7K	0.17%	144
2023 Q1	$1.47M	Sell	5,021 -8,926	-64%	-$2.54M	0.16%	150
2022 Q4	$3.59M	Buy	+13,947	New	+$3.5M	0.42%	78

Other funds holding ROK

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Cyndeo Wealth Partners's ROK Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Rockwell Automation (ROK) stake by 0.8% in Q2 2026, selling an estimated $10K and leaving 2,836 shares worth $1.4M. The position accounts for 0.07% of the portfolio, ranked #224.

Cyndeo Wealth Partners first reported a position in ROK in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.59M in Q4 2022. 300 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Cyndeo Wealth Partners held 2,836 shares of Rockwell Automation worth $1.4M as of Q2 2026.
Cyndeo Wealth Partners sold 23 Rockwell Automation shares in Q2 2026, an estimated $10K.
Rockwell Automation made up 0.07% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #224 holding.
Cyndeo Wealth Partners first reported a position in Rockwell Automation in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's Rockwell Automation position peaked at $3.59M in Q4 2022.
300 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.