LWP
ROK icon

LeClair Wealth Partners’s Rockwell Automation ROK Stock Holding History

LeClair 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
Q1 		– Sell
-688
Closed -$268K – 176
2025
Q4 		$268K Hold
688
– – 0.16% 89
2025
Q3 		$240K Hold
688
– – 0.15% 88
2025
Q2 		$229K Buy
+688
New +$196K 0.16% 89

Other funds holding ROK

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LeClair Wealth Partners's ROK Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 688 shares — an estimated $268K sold.

LeClair Wealth Partners first reported a position in ROK in Q2 2025 and held it in 3 quarters. The position peaked at $268K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 688 Rockwell Automation shares in Q1 2026, an estimated $268K.
  • LeClair Wealth Partners first reported a position in Rockwell Automation in Q2 2025 and held it in 3 quarters.
  • LeClair Wealth Partners's Rockwell Automation position peaked at $268K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.