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Strategic Wealth Partners’s Rockwell Automation ROK Stock Holding History

Strategic 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 		$66.3K Hold
134
– – ﹤0.01% 471
2026
Q1 		$48.1K Hold
134
– – ﹤0.01% 522
2025
Q4 		$52.1K Sell
134
-26
-16% -$9.77K ﹤0.01% 516
2025
Q3 		$55.9K Buy
+160
New +$55.3K ﹤0.01% 530
2019
Q2 		– Sell
-40
Closed -$7K – 805
2019
Q1 		$7K Buy
+40
New +$6.8K ﹤0.01% 599

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

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

Strategic Wealth Partners held its Rockwell Automation (ROK) position steady in Q2 2026 at 134 shares worth $66.3K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Strategic Wealth Partners first reported a position in ROK in Q1 2019 and has held it in 5 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Strategic Wealth Partners held 134 shares of Rockwell Automation worth $66.3K as of Q2 2026.
  • Strategic Wealth Partners left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #471 holding.
  • Strategic Wealth Partners first reported a position in Rockwell Automation in Q1 2019 and has held it in 5 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.