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Premier Path Wealth Partners’s Rockwell Automation ROK Stock Holding History

Premier Path Wealth 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 		$692K Buy
1,398
+138
+11% +$60K 0.08% 210
2026
Q1 		$452K Buy
1,260
+517
+70% +$204K 0.06% 287
2025
Q4 		$289K Buy
+743
New +$279K 0.04% 331

Other funds holding ROK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
WPC
Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Premier Path Wealth Partners's ROK Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Rockwell Automation (ROK) stake by 11% in Q2 2026, buying an estimated $60K and bringing the position to 1,398 shares worth $692K. The position accounts for 0.08% of the portfolio, ranked #210.

Premier Path Wealth Partners first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. 612 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Premier Path Wealth Partners held 1,398 shares of Rockwell Automation worth $692K as of Q2 2026.
  • Premier Path Wealth Partners bought 138 Rockwell Automation shares in Q2 2026, an estimated $60K.
  • Rockwell Automation made up 0.08% of Premier Path Wealth Partners's portfolio in Q2 2026, its #210 holding.
  • Premier Path Wealth Partners first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
  • 612 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.