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 Q1	–	Sell	-550	Closed	-$214K	–	168
2025 Q4	$214K	Buy	+550	New	+$207K	0.1%	132

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

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

Forefront Wealth Partners sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 550 shares — an estimated $214K sold.

Forefront Wealth Partners first reported a position in ROK in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Forefront Wealth Partners reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
Forefront Wealth Partners sold 550 Rockwell Automation shares in Q1 2026, an estimated $214K.
Forefront Wealth Partners first reported a position in Rockwell Automation in Q4 2025 and held it in 1 quarter.
Forefront Wealth Partners's Rockwell Automation position peaked at $214K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.