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&Partners’s Rockwell Automation ROK Stock Holding History

&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 		$3.75M Buy
7,383
+415
+6% +$181K 0.02% 715
2026
Q1 		$2.5M Buy
6,968
+1,002
+17% +$395K 0.01% 808
2025
Q4 		$2.32M Buy
5,966
+1,435
+32% +$539K 0.01% 800
2025
Q3 		$1.59M Buy
4,531
+74
+2% +$25.6K 0.01% 861
2025
Q2 		$1.48M Buy
4,457
+151
+4% +$43K 0.01% 798
2025
Q1 		$1.11M Buy
4,306
+45
+1% +$12.5K 0.01% 780
2024
Q4 		$1.21M Buy
4,261
+1,136
+36% +$320K 0.01% 690
2024
Q3 		$839K Buy
3,125
+2,089
+202% +$555K 0.02% 637
2024
Q2 		$285K Buy
+1,036
New +$280K 0.01% 727

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

&Partners's ROK Position: Q2 2026 in Review

&Partners increased its Rockwell Automation (ROK) stake by 6% in Q2 2026, buying an estimated $181K and bringing the position to 7,383 shares worth $3.75M. The position accounts for 0.02% of the portfolio, ranked #715.

&Partners first reported a position in ROK in Q2 2024 and has held it in 9 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • &Partners held 7,383 shares of Rockwell Automation worth $3.75M as of Q2 2026.
  • &Partners bought 415 Rockwell Automation shares in Q2 2026, an estimated $181K.
  • Rockwell Automation made up 0.02% of &Partners's portfolio in Q2 2026, its #715 holding.
  • &Partners first reported a position in Rockwell Automation in Q2 2024 and has held it in 9 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.