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Impact Capital Partners’s Rockwell Automation ROK Stock Holding History

Impact Capital 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 		$485K Buy
980
+46
+5% +$20K 0.13% 150
2026
Q1 		$335K Buy
934
+11
+1% +$4.34K 0.1% 202
2025
Q4 		$359K Buy
923
+11
+1% +$4.13K 0.11% 188
2025
Q3 		$319K Buy
912
+8
+0.9% +$2.76K 0.1% 199
2025
Q2 		$300K Buy
904
+28
+3% +$7.98K 0.1% 202
2025
Q1 		$226K Buy
876
+12
+1% +$3.34K 0.08% 234
2024
Q4 		$247K Buy
+864
New +$243K 0.09% 227

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

Impact Capital Partners's ROK Position: Q2 2026 in Review

Impact Capital Partners increased its Rockwell Automation (ROK) stake by 4.9% in Q2 2026, buying an estimated $20K and bringing the position to 980 shares worth $485K. The position accounts for 0.13% of the portfolio, ranked #150.

Impact Capital Partners first reported a position in ROK in Q4 2024 and has held it in 7 quarters since. 329 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Impact Capital Partners held 980 shares of Rockwell Automation worth $485K as of Q2 2026.
  • Impact Capital Partners bought 46 Rockwell Automation shares in Q2 2026, an estimated $20K.
  • Rockwell Automation made up 0.13% of Impact Capital Partners's portfolio in Q2 2026, its #150 holding.
  • Impact Capital Partners first reported a position in Rockwell Automation in Q4 2024 and has held it in 7 quarters since.
  • 329 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.