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Daymark Wealth Partners’s Rockwell Automation ROK Stock Holding History

Daymark 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 		$1.12M Buy
2,258
+165
+8% +$71.8K 0.03% 324
2026
Q1 		$751K Buy
2,093
+26
+1% +$10.3K 0.02% 345
2025
Q4 		$804K Buy
2,067
+634
+44% +$238K 0.03% 314
2025
Q3 		$501K Sell
1,433
-1,760
-55% -$608K 0.02% 380
2025
Q2 		$1.06M Sell
3,193
-102
-3% -$29.1K 0.04% 257
2025
Q1 		$851K Hold
3,295
– – 0.04% 265
2024
Q4 		$942K Buy
3,295
+53
+2% +$14.9K 0.04% 246
2024
Q3 		$870K Hold
3,242
– – 0.04% 267
2024
Q2 		$892K Hold
3,242
– – 0.04% 248
2024
Q1 		$944K Buy
+3,242
New +$934K 0.05% 207

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

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

Daymark Wealth Partners increased its Rockwell Automation (ROK) stake by 7.9% in Q2 2026, buying an estimated $71.8K and bringing the position to 2,258 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #324.

Daymark Wealth Partners first reported a position in ROK in Q1 2024 and has held it in 10 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Daymark Wealth Partners held 2,258 shares of Rockwell Automation worth $1.12M as of Q2 2026.
  • Daymark Wealth Partners bought 165 Rockwell Automation shares in Q2 2026, an estimated $71.8K.
  • Rockwell Automation made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #324 holding.
  • Daymark Wealth Partners first reported a position in Rockwell Automation in Q1 2024 and has held it in 10 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.