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Spirepoint Private Client’s Rockwell Automation ROK Stock Holding History

Spirepoint Private Client’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 		$1.95M Hold
3,940
– – 0.16% 86
2026
Q1 		$1.41M Hold
3,940
– – 0.13% 101
2025
Q4 		$1.53M Hold
3,940
– – 0.15% 93
2025
Q3 		$1.38M Hold
3,940
– – 0.14% 98
2025
Q2 		$1.31M Sell
3,940
-1
-0% -$285 0.15% 95
2025
Q1 		$1.02M Sell
3,941
-10
-0.3% -$2.78K 0.13% 91
2024
Q4 		$1.13M Sell
3,951
-1
-0% -$281 0.14% 91
2024
Q3 		$1.06M Buy
3,952
+2
+0.1% +$531 0.14% 93
2024
Q2 		$1.09M Hold
3,950
– – 0.15% 90
2024
Q1 		$1.15M Buy
+3,950
New +$1.14M 0.18% 83

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

Spirepoint Private Client's ROK Position: Q2 2026 in Review

Spirepoint Private Client held its Rockwell Automation (ROK) position steady in Q2 2026 at 3,940 shares worth $1.95M. The position accounts for 0.16% of the portfolio, ranked #86.

Spirepoint Private Client first reported a position in ROK in Q1 2024 and has held it in 10 quarters since. 1,529 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Spirepoint Private Client held 3,940 shares of Rockwell Automation worth $1.95M as of Q2 2026.
  • Spirepoint Private Client left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.16% of Spirepoint Private Client's portfolio in Q2 2026, its #86 holding.
  • Spirepoint Private Client first reported a position in Rockwell Automation in Q1 2024 and has held it in 10 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.