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Forefront Wealth Partners’s Rockwell Automation ROK Stock Holding History

Forefront Wealth Partners’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 		$418K Buy
+844
New +$367K 0.13% 119
2026
Q1 		– Sell
-550
Closed -$214K – 168
2025
Q4 		$214K Buy
+550
New +$207K 0.1% 132

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

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

Forefront Wealth Partners opened a new position in Rockwell Automation (ROK) in Q2 2026: 844 shares worth $418K. The stake represents 0.13% of the portfolio and ranks #119 among its holdings. This is a return to the name: Forefront Wealth Partners previously reported a position in ROK as recently as Q4 2025.

Forefront Wealth Partners first reported a position in ROK in Q4 2025 and has held it in 2 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Forefront Wealth Partners held 844 shares of Rockwell Automation worth $418K as of Q2 2026.
  • Rockwell Automation was a new Forefront Wealth Partners position in Q2 2026.
  • Rockwell Automation made up 0.13% of Forefront Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Forefront Wealth Partners first reported a position in Rockwell Automation in Q4 2025 and has held it in 2 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.