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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
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

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

Platform Technology Partners's ROK Position: Q2 2026 in Review

Platform Technology Partners opened a new position in Rockwell Automation (ROK) in Q2 2026: 410 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #372 among its holdings. This is a return to the name: Platform Technology Partners previously reported a position in ROK as recently as Q4 2021.

Platform Technology Partners first reported a position in ROK in Q2 2021 and has held it in 4 quarters since. The position peaked at $324K in Q4 2021. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Platform Technology Partners held 410 shares of Rockwell Automation worth $203K as of Q2 2026.
  • Rockwell Automation was a new Platform Technology Partners position in Q2 2026.
  • Rockwell Automation made up 0.03% of Platform Technology Partners's portfolio in Q2 2026, its #372 holding.
  • Platform Technology Partners first reported a position in Rockwell Automation in Q2 2021 and has held it in 4 quarters since.
  • Platform Technology Partners's Rockwell Automation position peaked at $324K in Q4 2021.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.