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Highline Wealth Partners’s Rockwell Automation ROK Stock Holding History

Highline 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 		$6.44K Buy
13
+4
+44% +$1.74K ﹤0.01% 784
2026
Q1 		$3.23K Buy
9
+3
+50% +$1.18K ﹤0.01% 868
2025
Q4 		$2.33K Hold
6
– – ﹤0.01% 818
2025
Q3 		$2.1K Buy
6
+1
+20% +$345 ﹤0.01% 841
2025
Q2 		$1.66K Sell
5
-2
-29% -$570 ﹤0.01% 662
2025
Q1 		$1.81K Buy
7
+3
+75% +$835 ﹤0.01% 653
2024
Q4 		$1.14K Buy
+4
New +$1.13K ﹤0.01% 517

Other funds holding ROK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Highline Wealth Partners increased its Rockwell Automation (ROK) stake by 44% in Q2 2026, buying an estimated $1.74K and bringing the position to 13 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Highline Wealth Partners first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 332 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Highline Wealth Partners held 13 shares of Rockwell Automation worth $6.44K as of Q2 2026.
  • Highline Wealth Partners bought 4 Rockwell Automation shares in Q2 2026, an estimated $1.74K.
  • Rockwell Automation made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #784 holding.
  • Highline Wealth Partners first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • 332 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.