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Elevation Wealth Partners’s Rockwell Automation ROK Stock Holding History

Elevation 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 		$43.6K Buy
88
+77
+700% +$33.5K 0.01% 341
2026
Q1 		$3.95K Sell
11
-9
-45% -$3.55K ﹤0.01% 770
2025
Q4 		$7.78K Buy
20
+14
+233% +$5.26K ﹤0.01% 532
2025
Q3 		$2.1K Buy
+6
New +$2.07K ﹤0.01% 636
2025
Q1 		– Sell
-40
Closed -$11.4K – 510
2024
Q4 		$11.4K Sell
40
-14
-26% -$3.94K ﹤0.01% 361
2024
Q3 		$14.5K Hold
54
– – 0.01% 322
2024
Q2 		$14.9K Hold
54
– – 0.01% 316
2024
Q1 		$15.7K Buy
+54
New +$15.6K 0.01% 314

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

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

Elevation Wealth Partners increased its Rockwell Automation (ROK) stake by 700% in Q2 2026, buying an estimated $33.5K and bringing the position to 88 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #341.

Elevation Wealth Partners first reported a position in ROK in Q1 2024 and has held it in 8 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Elevation Wealth Partners held 88 shares of Rockwell Automation worth $43.6K as of Q2 2026.
  • Elevation Wealth Partners bought 77 Rockwell Automation shares in Q2 2026, an estimated $33.5K.
  • Rockwell Automation made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #341 holding.
  • Elevation Wealth Partners first reported a position in Rockwell Automation in Q1 2024 and has held it in 8 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.