FourThought Financial Partners’s Rockwell Automation ROK Stock Holding History

FourThought Financial 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	$229K	Sell	637 -788	-55%	-$311K	0.02%	332
2025 Q4	$554K	Hold	1,425	–	–	0.05%	198
2025 Q3	$498K	Buy	1,425 +3	+0.2%	+$1.04K	0.04%	195
2025 Q2	$472K	Hold	1,422	–	–	0.05%	190
2025 Q1	$367K	Sell	1,422 -66	-4%	-$18.4K	0.04%	220
2024 Q4	$426K	Buy	+1,488	New	+$419K	0.04%	205
2024 Q2	–	Sell	-1,499	Closed	-$437K	–	297
2024 Q1	$437K	Buy	1,499 +632	+73%	+$182K	0.05%	209
2023 Q4	$269K	Buy	867 +1	+0.1%	+$280	0.03%	260
2023 Q3	$247K	Sell	866 -2	-0.2%	-$618	0.03%	266
2023 Q2	$286K	Sell	868 -13	-1%	-$3.75K	0.04%	255
2023 Q1	$259K	Hold	881	–	–	0.04%	272
2022 Q4	$227K	Buy	+881	New	+$221K	0.03%	288

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

FourThought Financial Partners's ROK Position: Q1 2026 in Review

FourThought Financial Partners reduced its Rockwell Automation (ROK) stake by 55% in Q1 2026, selling an estimated $311K and leaving 637 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #332.

FourThought Financial Partners first reported a position in ROK in Q4 2022 and has held it in 12 quarters since. The position peaked at $554K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

FourThought Financial Partners held 637 shares of Rockwell Automation worth $229K as of Q1 2026.
FourThought Financial Partners sold 788 Rockwell Automation shares in Q1 2026, an estimated $311K.
Rockwell Automation made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #332 holding.
FourThought Financial Partners first reported a position in Rockwell Automation in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Rockwell Automation position peaked at $554K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.