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 Q2	$522K	Buy	+1,054	New	+$459K	﹤0.01%	802
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 $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

Focus Partners Advisor Solutions's ROK Position: Q2 2026 in Review

Focus Partners Advisor Solutions opened a new position in Rockwell Automation (ROK) in Q2 2026: 1,054 shares worth $522K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in ROK as recently as Q4 2025.

Focus Partners Advisor Solutions first reported a position in ROK in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2025. 1,537 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Focus Partners Advisor Solutions held 1,054 shares of Rockwell Automation worth $522K as of Q2 2026.
Rockwell Automation was a new Focus Partners Advisor Solutions position in Q2 2026.
Rockwell Automation made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #802 holding.
Focus Partners Advisor Solutions first reported a position in Rockwell Automation in Q2 2024 and has held it in 6 quarters since.
Focus Partners Advisor Solutions's Rockwell Automation position peaked at $1.32M in Q4 2025.
1,537 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.