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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
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

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

McCarter Private Wealth Services's ROK Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Rockwell Automation (ROK) stake by 82% in Q1 2026, buying an estimated $215K and bringing the position to 1,209 shares worth $434K. The position accounts for 0.19% of the portfolio, ranked #100.

McCarter Private Wealth Services first reported a position in ROK in Q3 2025 and has held it in 3 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • McCarter Private Wealth Services held 1,209 shares of Rockwell Automation worth $434K as of Q1 2026.
  • McCarter Private Wealth Services bought 545 Rockwell Automation shares in Q1 2026, an estimated $215K.
  • Rockwell Automation made up 0.19% of McCarter Private Wealth Services's portfolio in Q1 2026, its #100 holding.
  • McCarter Private Wealth Services first reported a position in Rockwell Automation in Q3 2025 and has held it in 3 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.