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Evelyn Partners Investment Management Services’s Rockwell Automation ROK Stock Holding History

Evelyn Partners Investment Management Services’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 		$380K Buy
1,060
+60
+6% +$23.7K 0.04% 107
2025
Q4 		$389K Hold
1,000
– – 0.05% 109
2025
Q3 		$350K Hold
1,000
– – 0.05% 108
2025
Q2 		$332K Sell
1,000
-3,500
-78% -$997K 0.05% 108
2025
Q1 		$1.16M Hold
4,500
– – 0.19% 74
2024
Q4 		$1.29M Buy
+4,500
New +$1.27M 0.22% 67

Other funds holding ROK

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evelyn Partners Investment Management Services's ROK Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Rockwell Automation (ROK) stake by 6% in Q1 2026, buying an estimated $23.7K and bringing the position to 1,060 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #107.

Evelyn Partners Investment Management Services first reported a position in ROK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2024. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Evelyn Partners Investment Management Services held 1,060 shares of Rockwell Automation worth $380K as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 60 Rockwell Automation shares in Q1 2026, an estimated $23.7K.
  • Rockwell Automation made up 0.04% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #107 holding.
  • Evelyn Partners Investment Management Services first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Rockwell Automation position peaked at $1.29M in Q4 2024.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.