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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daymark Wealth Partners's ROK Position: Q1 2026 in Review

Daymark Wealth Partners increased its Rockwell Automation (ROK) stake by 1.3% in Q1 2026, buying an estimated $10.3K and bringing the position to 2,093 shares worth $751K. The position accounts for 0.02% of the portfolio, ranked #345.

Daymark Wealth Partners first reported a position in ROK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Daymark Wealth Partners held 2,093 shares of Rockwell Automation worth $751K as of Q1 2026.
Daymark Wealth Partners bought 26 Rockwell Automation shares in Q1 2026, an estimated $10.3K.
Rockwell Automation made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #345 holding.
Daymark Wealth Partners first reported a position in Rockwell Automation in Q1 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's Rockwell Automation position peaked at $1.06M in Q2 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.