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Revolve Wealth Partners’s Rockwell Automation ROK Stock Holding History

Revolve 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 		$651K Buy
1,315
+65
+5% +$28.3K 0.07% 162
2026
Q1 		$449K Buy
1,250
+27
+2% +$10.7K 0.06% 138
2025
Q4 		$476K Buy
1,223
+123
+11% +$46.2K 0.06% 140
2025
Q3 		$384K Buy
1,100
+9
+0.8% +$3.11K 0.05% 154
2025
Q2 		$362K Buy
1,091
+191
+21% +$54.4K 0.05% 153
2025
Q1 		$232K Buy
900
+100
+13% +$27.8K 0.03% 199
2024
Q4 		$229K Buy
800
+1
+0.1% +$281 0.03% 201
2024
Q3 		$215K Buy
799
+3
+0.4% +$796 0.03% 187
2024
Q2 		$219K Sell
796
-2
-0.3% -$540 0.04% 165
2024
Q1 		$232K Buy
+798
New +$230K 0.04% 161

Other funds holding ROK

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return