Platform Technology Partners
ROK icon

Platform Technology Partners’s Rockwell Automation ROK Stock Holding History

Platform Technology 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
Q3 		– Sell
-410
Closed -$203K – 427
2026
Q2 		$203K Buy
+410
New +$178K 0.03% 372
2022
Q1 		– Sell
-928
Closed -$324K – 231
2021
Q4 		$324K Buy
928
+27
+3% +$8.94K 0.14% 156
2021
Q3 		$265K Sell
901
-25
-3% -$7.68K 0.12% 181
2021
Q2 		$265K Buy
+926
New +$250K 0.11% 197

Other funds holding ROK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Platform Technology Partners's ROK Position: Q3 2026 in Review

Platform Technology Partners sold out of Rockwell Automation (ROK) in Q3 2026, closing a stake of 410 shares — an estimated $203K sold.

Platform Technology Partners first reported a position in ROK in Q2 2021 and held it in 4 quarters. The position peaked at $324K in Q4 2021. 842 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Platform Technology Partners reported no remaining Rockwell Automation position as of Q3 2026 after selling out during the quarter.
  • Platform Technology Partners sold 410 Rockwell Automation shares in Q3 2026, an estimated $203K.
  • Platform Technology Partners first reported a position in Rockwell Automation in Q2 2021 and held it in 4 quarters.
  • Platform Technology Partners's Rockwell Automation position peaked at $324K in Q4 2021.
  • 842 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Platform Technology Partners's 13F filing for Q3 2026, filed 2 Nov 2026.