McDonald Partners’s Rockwell Automation ROK Stock Holding History

McDonald 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	$3.59M	Buy	+10,000	New	+$3.95M	0.85%	38

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McDonald Partners's ROK Position: Q1 2026 in Review

McDonald Partners opened a new position in Rockwell Automation (ROK) in Q1 2026: 10,000 shares worth $3.59M. The stake represents 0.85% of the portfolio and ranks #38 among its holdings.

1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

McDonald Partners held 10,000 shares of Rockwell Automation worth $3.59M as of Q1 2026.
Rockwell Automation was a new McDonald Partners position in Q1 2026.
Rockwell Automation made up 0.85% of McDonald Partners's portfolio in Q1 2026, its #38 holding.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.