Evelyn Partners’s Rockwell Automation ROK Stock Holding History

Evelyn 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	$4.38M	Buy	+8,852	New	+$3.85M	0.01%	112

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evelyn Partners's ROK Position: Q2 2026 in Review

Evelyn Partners opened a new position in Rockwell Automation (ROK) in Q2 2026: 8,852 shares worth $4.38M. The stake represents 0.01% of the portfolio and ranks #112 among its holdings.

1,456 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Evelyn Partners held 8,852 shares of Rockwell Automation worth $4.38M as of Q2 2026.
Rockwell Automation was a new Evelyn Partners position in Q2 2026.
Rockwell Automation made up 0.01% of Evelyn Partners's portfolio in Q2 2026, its #112 holding.
1,456 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.