Kovitz Investment Group Partners
ROK icon

Kovitz Investment Group Partners’s Rockwell Automation ROK Stock Holding History

Kovitz Investment Group 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 		– Sell
-4,457
Closed -$1.6M – 514
2026
Q1 		$1.6M Buy
4,457
+9
+0.2% +$3.55K 0.04% 257
2025
Q4 		$1.73M Sell
4,448
-18,238
-80% -$6.86M 0.04% 249
2025
Q3 		$7.93M Sell
22,686
-987
-4% -$341K 0.03% 367
2025
Q2 		$7.86M Sell
23,673
-4,531
-16% -$1.29M 0.03% 362
2025
Q1 		$7.29M Sell
28,204
-2,028
-7% -$564K 0.04% 331
2024
Q4 		$8.64M Buy
30,232
+20,005
+196% +$5.63M 0.04% 295
2024
Q3 		$2.28M Buy
10,227
+1,739
+20% +$462K 0.02% 476
2024
Q2 		$2.34M Buy
8,488
+6,314
+290% +$1.7M 0.02% 410
2024
Q1 		$633K Buy
+2,174
New +$626K 0.01% 472
2020
Q2 		– Sell
-1,535
Closed -$232K – 404
2020
Q1 		$232K Sell
1,535
-75
-5% -$13.9K 0.01% 347
2019
Q4 		$326K Hold
1,610
– – 0.01% 338
2019
Q3 		$265K Hold
1,610
– – 0.01% 341
2019
Q2 		$263K Hold
1,610
– – 0.01% 335
2019
Q1 		$283K Buy
+1,610
New +$274K 0.01% 338

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's ROK Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 4,457 shares — an estimated $1.6M sold.

Kovitz Investment Group Partners first reported a position in ROK in Q1 2019 and held it in 14 quarters. The position peaked at $8.64M in Q4 2024. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Kovitz Investment Group Partners reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,457 Rockwell Automation shares in Q2 2026, an estimated $1.6M.
  • Kovitz Investment Group Partners first reported a position in Rockwell Automation in Q1 2019 and held it in 14 quarters.
  • Kovitz Investment Group Partners's Rockwell Automation position peaked at $8.64M in Q4 2024.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.