Evelyn Partners Group Ltd’s Rockwell Automation ROK Stock Holding History

Evelyn Partners Group Ltd’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	$4.38M	Buy	+8,852	New	+$3.85M	0.01%	112

Other funds holding ROK

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Evelyn Partners Group Ltd's ROK Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Rockwell Automation (ROK) in Q2 2026: 8,852 shares worth $4.38M. The stake represents 0.01% of the portfolio and ranks #112 among its holdings.

907 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Evelyn Partners Group Ltd held 8,852 shares of Rockwell Automation worth $4.38M as of Q2 2026.
Rockwell Automation was a new Evelyn Partners Group Ltd position in Q2 2026.
Rockwell Automation made up 0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #112 holding.
907 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.