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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focus Partners Wealth's ROK Position: Q1 2026 in Review

Focus Partners Wealth increased its Rockwell Automation (ROK) stake by 30% in Q1 2026, buying an estimated $4.19M and bringing the position to 46,060 shares worth $16.6M. The position accounts for 0.02% of the portfolio, ranked #555.

Focus Partners Wealth first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Focus Partners Wealth held 46,060 shares of Rockwell Automation worth $16.6M as of Q1 2026.
  • Focus Partners Wealth bought 10,611 Rockwell Automation shares in Q1 2026, an estimated $4.19M.
  • Rockwell Automation made up 0.02% of Focus Partners Wealth's portfolio in Q1 2026, its #555 holding.
  • Focus Partners Wealth first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.