SWP
ROK icon

Sagespring Wealth Partners’s Rockwell Automation ROK Stock Holding History

Sagespring 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 		$700K Buy
1,414
+142
+11% +$61.8K 0.01% 441
2026
Q1 		$456K Buy
1,272
+23
+2% +$9.08K 0.01% 524
2025
Q4 		$486K Buy
1,249
+101
+9% +$38K 0.01% 483
2025
Q3 		$401K Buy
1,148
+236
+26% +$81.5K 0.01% 515
2025
Q2 		$303K Buy
912
+131
+17% +$37.3K 0.01% 574
2025
Q1 		$202K Buy
+781
New +$217K 0.01% 635

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sagespring Wealth Partners's ROK Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Rockwell Automation (ROK) stake by 11% in Q2 2026, buying an estimated $61.8K and bringing the position to 1,414 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #441.

Sagespring Wealth Partners first reported a position in ROK in Q1 2025 and has held it in 6 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Sagespring Wealth Partners held 1,414 shares of Rockwell Automation worth $700K as of Q2 2026.
  • Sagespring Wealth Partners bought 142 Rockwell Automation shares in Q2 2026, an estimated $61.8K.
  • Rockwell Automation made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #441 holding.
  • Sagespring Wealth Partners first reported a position in Rockwell Automation in Q1 2025 and has held it in 6 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.