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Essential Partners’s Rockwell Automation ROK Stock Holding History

Essential 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 		$6.44K Hold
13
– – ﹤0.01% 1419
2026
Q1 		$4.67K Sell
13
-23
-64% -$9.08K ﹤0.01% 1606
2025
Q4 		$14K Hold
36
– – ﹤0.01% 1041
2025
Q3 		$12.6K Buy
36
+33
+1,100% +$11.4K ﹤0.01% 1073
2025
Q2 		$997 Buy
+3
New +$855 ﹤0.01% 1517

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 $3.38T AUM 44.17% 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

Essential Partners's ROK Position: Q2 2026 in Review

Essential Partners held its Rockwell Automation (ROK) position steady in Q2 2026 at 13 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Essential Partners first reported a position in ROK in Q2 2025 and has held it in 5 quarters since. The position peaked at $14K in Q4 2025. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Essential Partners held 13 shares of Rockwell Automation worth $6.44K as of Q2 2026.
  • Essential Partners left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1419 holding.
  • Essential Partners first reported a position in Rockwell Automation in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Rockwell Automation position peaked at $14K in Q4 2025.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.