McCarter Private Wealth Services
ROK icon

McCarter Private Wealth Services’s Rockwell Automation ROK Stock Holding History

McCarter Private Wealth Services’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
Q3 		$283K Hold
650
– – 0.1% 147
2026
Q2 		$322K Sell
650
-559
-46% -$243K 0.11% 141
2026
Q1 		$434K Buy
1,209
+545
+82% +$215K 0.19% 100
2025
Q4 		$258K Buy
664
+65
+11% +$24.4K 0.12% 140
2025
Q3 		$209K Buy
+599
New +$207K 0.11% 124

Other funds holding ROK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Diversified Management
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

McCarter Private Wealth Services's ROK Position: Q3 2026 in Review

McCarter Private Wealth Services held its Rockwell Automation (ROK) position steady in Q3 2026 at 650 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #147.

McCarter Private Wealth Services first reported a position in ROK in Q3 2025 and has held it in 5 quarters since. The position peaked at $434K in Q1 2026. 394 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • McCarter Private Wealth Services held 650 shares of Rockwell Automation worth $283K as of Q3 2026.
  • McCarter Private Wealth Services left its Rockwell Automation share count unchanged in Q3 2026.
  • Rockwell Automation made up 0.1% of McCarter Private Wealth Services's portfolio in Q3 2026, its #147 holding.
  • McCarter Private Wealth Services first reported a position in Rockwell Automation in Q3 2025 and has held it in 5 quarters since.
  • McCarter Private Wealth Services's Rockwell Automation position peaked at $434K in Q1 2026.
  • 394 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.