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NorthRock Partners’s Rockwell Automation ROK Stock Holding History

NorthRock 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
Q2 		$608K Buy
1,228
+44
+4% +$19.1K 0.01% 399
2026
Q1 		$425K Buy
1,184
+129
+12% +$50.9K 0.01% 439
2025
Q4 		$411K Buy
1,055
+13
+1% +$4.89K 0.01% 408
2025
Q3 		$364K Buy
+1,042
New +$360K 0.01% 640
2025
Q1 		– Sell
-954
Closed -$273K – 894
2024
Q4 		$273K Sell
954
-204
-18% -$57.4K 0.01% 500
2024
Q3 		$311K Buy
1,158
+250
+28% +$66.4K 0.01% 486
2024
Q2 		$250K Sell
908
-180
-17% -$48.6K 0.01% 521
2024
Q1 		$317K Buy
1,088
+2
+0.2% +$576 0.01% 468
2023
Q4 		$337K Buy
+1,086
New +$304K 0.01% 431

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NorthRock Partners's ROK Position: Q2 2026 in Review

NorthRock Partners increased its Rockwell Automation (ROK) stake by 3.7% in Q2 2026, buying an estimated $19.1K and bringing the position to 1,228 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #399.

NorthRock Partners first reported a position in ROK in Q4 2023 and has held it in 9 quarters since. 1,233 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • NorthRock Partners held 1,228 shares of Rockwell Automation worth $608K as of Q2 2026.
  • NorthRock Partners bought 44 Rockwell Automation shares in Q2 2026, an estimated $19.1K.
  • Rockwell Automation made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #399 holding.
  • NorthRock Partners first reported a position in Rockwell Automation in Q4 2023 and has held it in 9 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.