RFP
ROK icon

Root Financial Partners’s Rockwell Automation ROK Stock Holding History

Root Financial 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
Q1 		$71.4K Hold
199
– – ﹤0.01% 713
2025
Q4 		$77.4K Buy
199
+16
+9% +$6.01K ﹤0.01% 558
2025
Q3 		$64K Buy
+183
New +$63.2K ﹤0.01% 582

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Root Financial Partners's ROK Position: Q1 2026 in Review

Root Financial Partners held its Rockwell Automation (ROK) position steady in Q1 2026 at 199 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Root Financial Partners first reported a position in ROK in Q3 2025 and has held it in 3 quarters since. The position peaked at $77.4K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Root Financial Partners held 199 shares of Rockwell Automation worth $71.4K as of Q1 2026.
  • Root Financial Partners left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #713 holding.
  • Root Financial Partners first reported a position in Rockwell Automation in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Rockwell Automation position peaked at $77.4K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.