Evolve Private Wealth’s Rockwell Automation ROK Stock Holding History

Evolve Private Wealth’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	–	Sell	-738	Closed	-$265K	–	1202
2026 Q1	$265K	Buy	+738	New	+$291K	0.01%	828

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

Evolve Private Wealth's ROK Position: Q2 2026 in Review

Evolve Private Wealth sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 738 shares — an estimated $265K sold.

Evolve Private Wealth first reported a position in ROK in Q1 2026 and held it in 1 quarter. The position peaked at $265K in Q1 2026. 1,526 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Evolve Private Wealth reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 738 Rockwell Automation shares in Q2 2026, an estimated $265K.
Evolve Private Wealth first reported a position in Rockwell Automation in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's Rockwell Automation position peaked at $265K in Q1 2026.
1,526 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.