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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
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 $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

Sagespring Wealth Partners's ROK Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Rockwell Automation (ROK) stake by 1.8% in Q1 2026, buying an estimated $9.08K and bringing the position to 1,272 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #524.

Sagespring Wealth Partners first reported a position in ROK in Q1 2025 and has held it in 5 quarters since. The position peaked at $486K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Sagespring Wealth Partners held 1,272 shares of Rockwell Automation worth $456K as of Q1 2026.
  • Sagespring Wealth Partners bought 23 Rockwell Automation shares in Q1 2026, an estimated $9.08K.
  • Rockwell Automation made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #524 holding.
  • Sagespring Wealth Partners first reported a position in Rockwell Automation in Q1 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Rockwell Automation position peaked at $486K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.