Premier Path Wealth Partners
ROK icon

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
Q3 		$400K Sell
918
-480
-34% -$214K 0.05% 296
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

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

Premier Path Wealth Partners's ROK Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Rockwell Automation (ROK) stake by 34% in Q3 2026, selling an estimated $214K and leaving 918 shares worth $400K. The position accounts for 0.05% of the portfolio, ranked #296.

Premier Path Wealth Partners first reported a position in ROK in Q4 2025 and has held it in 4 quarters since. The position peaked at $692K in Q2 2026. 903 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Premier Path Wealth Partners held 918 shares of Rockwell Automation worth $400K as of Q3 2026.
  • Premier Path Wealth Partners sold 480 Rockwell Automation shares in Q3 2026, an estimated $214K.
  • Rockwell Automation made up 0.05% of Premier Path Wealth Partners's portfolio in Q3 2026, its #296 holding.
  • Premier Path Wealth Partners first reported a position in Rockwell Automation in Q4 2025 and has held it in 4 quarters since.
  • Premier Path Wealth Partners's Rockwell Automation position peaked at $692K in Q2 2026.
  • 903 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.