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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Root Financial Partners's ROK Position: Q2 2026 in Review

Root Financial Partners sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 199 shares — an estimated $71.4K sold.

Root Financial Partners first reported a position in ROK in Q3 2025 and held it in 3 quarters. The position peaked at $77.4K in Q4 2025. 1,539 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Root Financial Partners reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 199 Rockwell Automation shares in Q2 2026, an estimated $71.4K.
Root Financial Partners first reported a position in Rockwell Automation in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Rockwell Automation position peaked at $77.4K in Q4 2025.
1,539 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.