Root Financial Partners
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
Q3 		$150K Buy
+345
New +$153K 0.01% 559
2026
Q2 		– Sell
-199
Closed -$71.4K – 2586
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's ROK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Rockwell Automation (ROK) in Q3 2026: 345 shares worth $150K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ROK as recently as Q1 2026.

Root Financial Partners first reported a position in ROK in Q3 2025 and has held it in 4 quarters since. 1,137 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Root Financial Partners held 345 shares of Rockwell Automation worth $150K as of Q3 2026.
  • Rockwell Automation was a new Root Financial Partners position in Q3 2026.
  • Rockwell Automation made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #559 holding.
  • Root Financial Partners first reported a position in Rockwell Automation in Q3 2025 and has held it in 4 quarters since.
  • 1,137 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.