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 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 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

Impact Partnership Wealth's ROK Position: Q1 2026 in Review

Impact Partnership Wealth increased its Rockwell Automation (ROK) stake by 1.3% in Q1 2026, buying an estimated $5.92K and bringing the position to 1,156 shares worth $415K. The position accounts for 0.05% of the portfolio, ranked #231.

Impact Partnership Wealth first reported a position in ROK in Q3 2023 and has held it in 6 quarters since. The position peaked at $444K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Impact Partnership Wealth held 1,156 shares of Rockwell Automation worth $415K as of Q1 2026.
Impact Partnership Wealth bought 15 Rockwell Automation shares in Q1 2026, an estimated $5.92K.
Rockwell Automation made up 0.05% of Impact Partnership Wealth's portfolio in Q1 2026, its #231 holding.
Impact Partnership Wealth first reported a position in Rockwell Automation in Q3 2023 and has held it in 6 quarters since.
Impact Partnership Wealth's Rockwell Automation position peaked at $444K in Q4 2025.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.