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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
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

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 $3.37T AUM 44.26% 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

McCarter Private Wealth Services's ROK Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Rockwell Automation (ROK) stake by 46% in Q2 2026, selling an estimated $243K and leaving 650 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #141.

McCarter Private Wealth Services first reported a position in ROK in Q3 2025 and has held it in 4 quarters since. The position peaked at $434K in Q1 2026. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • McCarter Private Wealth Services held 650 shares of Rockwell Automation worth $322K as of Q2 2026.
  • McCarter Private Wealth Services sold 559 Rockwell Automation shares in Q2 2026, an estimated $243K.
  • Rockwell Automation made up 0.11% of McCarter Private Wealth Services's portfolio in Q2 2026, its #141 holding.
  • McCarter Private Wealth Services first reported a position in Rockwell Automation in Q3 2025 and has held it in 4 quarters since.
  • McCarter Private Wealth Services's Rockwell Automation position peaked at $434K in Q1 2026.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.