Focus Partners Advisor Solutions’s Rockwell Automation ROK Stock Holding History

Focus Partners Advisor Solutions’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	–	Sell	-3,402	Closed	-$1.32M	–	1347
2025 Q4	$1.32M	Buy	+3,402	New	+$1.28M	0.02%	417
2025 Q3	–	Sell	-2,155	Closed	-$716K	–	1263
2025 Q2	$716K	Buy	2,155 +844	+64%	+$240K	0.01%	549
2025 Q1	$339K	Buy	+1,311	New	+$365K	0.01%	715
2024 Q4	–	Sell	-904	Closed	-$243K	–	858
2024 Q3	$243K	Sell	904 -388	-30%	-$103K	0.01%	656
2024 Q2	$356K	Buy	+1,292	New	+$349K	0.01%	454

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focus Partners Advisor Solutions's ROK Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 3,402 shares — an estimated $1.32M sold.

Focus Partners Advisor Solutions first reported a position in ROK in Q2 2024 and held it in 5 quarters. The position peaked at $1.32M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Focus Partners Advisor Solutions reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 3,402 Rockwell Automation shares in Q1 2026, an estimated $1.32M.
Focus Partners Advisor Solutions first reported a position in Rockwell Automation in Q2 2024 and held it in 5 quarters.
Focus Partners Advisor Solutions's Rockwell Automation position peaked at $1.32M in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.