Evercore Wealth Management’s Rockwell Automation ROK Stock Holding History

Evercore Wealth 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 Q2	$774K	Hold	1,563	–	–	0.01%	247
2026 Q1	$561K	Hold	1,563	–	–	0.01%	265
2025 Q4	$608K	Hold	1,563	–	–	0.01%	260
2025 Q3	$546K	Hold	1,563	–	–	0.01%	283
2025 Q2	$519K	Buy	1,563 +200	+15%	+$57K	0.01%	277
2025 Q1	$352K	Sell	1,363 -14	-1%	-$3.9K	0.01%	320
2024 Q4	$394K	Hold	1,377	–	–	0.01%	304
2024 Q3	$370K	Sell	1,377 -79	-5%	-$21K	0.01%	315
2024 Q2	$401K	Sell	1,456 -137	-9%	-$37K	0.01%	300
2024 Q1	$464K	Sell	1,593 -14	-0.9%	-$4.03K	0.01%	289
2023 Q4	$499K	Sell	1,607 -100	-6%	-$28K	0.01%	284
2023 Q3	$488K	Sell	1,707 -55	-3%	-$17K	0.01%	275
2023 Q2	$580K	Sell	1,762 -12	-0.7%	-$3.46K	0.01%	265
2023 Q1	$521K	Sell	1,774 -6	-0.3%	-$1.71K	0.01%	271
2022 Q4	$458K	Buy	1,780 +149	+9%	+$37.4K	0.01%	277
2022 Q3	$351K	Hold	1,631	–	–	0.01%	290
2022 Q2	$325K	Buy	1,631 +119	+8%	+$26.9K	0.01%	312
2022 Q1	$423K	Hold	1,512	–	–	0.01%	303
2021 Q4	$527K	Hold	1,512	–	–	0.01%	275
2021 Q3	$445K	Hold	1,512	–	–	0.01%	303
2021 Q2	$432K	Hold	1,512	–	–	0.01%	307
2021 Q1	$401K	Sell	1,512 -37	-2%	-$9.44K	0.01%	324
2020 Q4	$388K	Hold	1,549	–	–	0.01%	321
2020 Q3	$342K	Sell	1,549 -10	-0.6%	-$2.23K	0.01%	307
2020 Q2	$332K	Buy	1,559 +97	+7%	+$18.8K	0.01%	298
2020 Q1	$221K	Buy	1,462 +16	+1%	+$2.97K	0.01%	332
2019 Q4	$293K	Hold	1,446	–	–	0.01%	344
2019 Q3	$238K	Hold	1,446	–	–	0.01%	365
2019 Q2	$237K	Buy	+1,446	New	+$244K	0.01%	371
2018 Q1	–	Sell	-432	Closed	-$85K	–	699
2017 Q4	$85K	Hold	432	–	–	﹤0.01%	495
2017 Q3	$77K	Hold	432	–	–	﹤0.01%	510
2017 Q2	$70K	Sell	432 -39	-8%	-$6.15K	﹤0.01%	532
2017 Q1	$74K	Buy	471 +257	+120%	+$38.4K	﹤0.01%	535
2016 Q4	$28K	Sell	214 -90	-30%	-$11.5K	﹤0.01%	707
2016 Q3	$38K	Buy	304 +267	+722%	+$31.2K	﹤0.01%	655
2016 Q2	$4K	Hold	37	–	–	﹤0.01%	955
2016 Q1	$4K	Hold	37	–	–	﹤0.01%	885
2015 Q4	$4K	Hold	37	–	–	﹤0.01%	948
2015 Q3	$4K	Sell	37 -725	-95%	-$82.1K	﹤0.01%	901
2015 Q2	$95K	Buy	762 +675	+776%	+$81.3K	﹤0.01%	527
2015 Q1	$10K	Buy	87 +28	+47%	+$3.15K	﹤0.01%	865
2014 Q4	$6K	Buy	59 +22	+59%	+$2.41K	﹤0.01%	783
2014 Q3	$4K	Hold	37	–	–	﹤0.01%	886
2014 Q2	$5K	Hold	37	–	–	﹤0.01%	914
2014 Q1	$5K	Hold	37	–	–	﹤0.01%	860
2013 Q4	$4K	Sell	37 -50	-57%	-$5.56K	﹤0.01%	810
2013 Q3	$9K	Buy	+87	New	+$8.5K	﹤0.01%	768

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

Evercore Wealth Management's ROK Position: Q2 2026 in Review

Evercore Wealth Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 1,563 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #247.

Evercore Wealth Management first reported a position in ROK in Q3 2013 and has held it in 47 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Evercore Wealth Management held 1,563 shares of Rockwell Automation worth $774K as of Q2 2026.
Evercore Wealth Management left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #247 holding.
Evercore Wealth Management first reported a position in Rockwell Automation in Q3 2013 and has held it in 47 quarters since.
1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.