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Impact Partnership Wealth’s Rockwell Automation ROK Stock Holding History

Impact Partnership Wealth’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 		$699K Buy
1,412
+256
+22% +$111K 0.07% 198
2026
Q1 		$415K Buy
1,156
+15
+1% +$5.92K 0.05% 231
2025
Q4 		$444K Buy
1,141
+262
+30% +$98.5K 0.06% 216
2025
Q3 		$307K Buy
879
+177
+25% +$61.1K 0.05% 235
2025
Q2 		$233K Buy
+702
New +$200K 0.04% 253
2025
Q1 		– Sell
-816
Closed -$233K – 331
2024
Q4 		$233K Buy
+816
New +$230K 0.05% 251
2023
Q4 		– Sell
-27
Closed -$7.72K – 1047
2023
Q3 		$7.72K Buy
+27
New +$8.35K ﹤0.01% 630

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

Impact Partnership Wealth's ROK Position: Q2 2026 in Review

Impact Partnership Wealth increased its Rockwell Automation (ROK) stake by 22% in Q2 2026, buying an estimated $111K and bringing the position to 1,412 shares worth $699K. The position accounts for 0.07% of the portfolio, ranked #198.

Impact Partnership Wealth first reported a position in ROK in Q3 2023 and has held it in 7 quarters since. 1,543 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Impact Partnership Wealth held 1,412 shares of Rockwell Automation worth $699K as of Q2 2026.
  • Impact Partnership Wealth bought 256 Rockwell Automation shares in Q2 2026, an estimated $111K.
  • Rockwell Automation made up 0.07% of Impact Partnership Wealth's portfolio in Q2 2026, its #198 holding.
  • Impact Partnership Wealth first reported a position in Rockwell Automation in Q3 2023 and has held it in 7 quarters since.
  • 1,543 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.