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 Q3	$74.9K	Buy	172 +84	+95%	+$37.4K	0.02%	263
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

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

LJHT

Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Elevation Wealth Partners's ROK Position: Q3 2026 in Review

Elevation Wealth Partners increased its Rockwell Automation (ROK) stake by 95% in Q3 2026, buying an estimated $37.4K and bringing the position to 172 shares worth $74.9K. The position accounts for 0.02% of the portfolio, ranked #263.

Elevation Wealth Partners first reported a position in ROK in Q1 2024 and has held it in 9 quarters since. 65 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

Elevation Wealth Partners held 172 shares of Rockwell Automation worth $74.9K as of Q3 2026.
Elevation Wealth Partners bought 84 Rockwell Automation shares in Q3 2026, an estimated $37.4K.
Rockwell Automation made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #263 holding.
Elevation Wealth Partners first reported a position in Rockwell Automation in Q1 2024 and has held it in 9 quarters since.
65 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.