Focus Partners Wealth
ROK icon

Focus Partners Wealth’s Rockwell Automation ROK Stock Holding History

Focus Partners 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 		$16.1M Sell
32,561
-13,499
-29% -$5.87M 0.02% 566
2026
Q1 		$16.6M Buy
46,060
+10,611
+30% +$4.19M 0.02% 555
2025
Q4 		$13.7M Buy
35,449
+22,639
+177% +$8.51M 0.02% 594
2025
Q3 		$4.48M Buy
12,810
+1,318
+11% +$455K 0.01% 779
2025
Q2 		$3.82M Sell
11,492
-1,856
-14% -$529K 0.01% 753
2025
Q1 		$3.45M Buy
13,348
+1,674
+14% +$466K 0.01% 730
2024
Q4 		$3.34M Sell
11,674
-268
-2% -$75.4K 0.01% 728
2024
Q3 		$3.21M Buy
11,942
+3,074
+35% +$816K 0.01% 668
2024
Q2 		$2.44M Buy
8,868
+5,074
+134% +$1.37M 0.01% 621
2024
Q1 		$1.1M Buy
3,794
+1,061
+39% +$306K 0.01% 586
2023
Q4 		$849K Buy
+2,733
New +$766K 0.01% 480

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Focus Partners Wealth's ROK Position: Q2 2026 in Review

Focus Partners Wealth reduced its Rockwell Automation (ROK) stake by 29% in Q2 2026, selling an estimated $5.87M and leaving 32,561 shares worth $16.1M. The position accounts for 0.02% of the portfolio, ranked #566.

Focus Partners Wealth first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.6M in Q1 2026. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Focus Partners Wealth held 32,561 shares of Rockwell Automation worth $16.1M as of Q2 2026.
  • Focus Partners Wealth sold 13,499 Rockwell Automation shares in Q2 2026, an estimated $5.87M.
  • Rockwell Automation made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #566 holding.
  • Focus Partners Wealth first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Rockwell Automation position peaked at $16.6M in Q1 2026.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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