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

Evelyn Partners Investment Management’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 		$2.07M Buy
5,771
+3,418
+145% +$1.35M 0.06% 101
2025
Q4 		$915K Hold
2,353
– – 0.03% 137
2025
Q3 		$822K Hold
2,353
– – 0.02% 142
2025
Q2 		$782K Buy
2,353
+152
+7% +$43.3K 0.02% 140
2025
Q1 		$569K Sell
2,201
-600
-21% -$167K 0.02% 145
2024
Q4 		$800K Buy
+2,801
New +$788K 0.03% 136

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's ROK Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its Rockwell Automation (ROK) stake by 145% in Q1 2026, buying an estimated $1.35M and bringing the position to 5,771 shares worth $2.07M. The position accounts for 0.06% of the portfolio, ranked #101.

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

  • Evelyn Partners Investment Management held 5,771 shares of Rockwell Automation worth $2.07M as of Q1 2026.
  • Evelyn Partners Investment Management bought 3,418 Rockwell Automation shares in Q1 2026, an estimated $1.35M.
  • Rockwell Automation made up 0.06% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #101 holding.
  • Evelyn Partners Investment Management first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

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