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Uniting Wealth Partners’s Rockwell Automation ROK Stock Holding History

Uniting 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 		$595K Sell
1,658
-14
-0.8% -$5.53K 0.13% 100
2025
Q4 		$651K Buy
1,672
+3
+0.2% +$1.13K 0.2% 67
2025
Q3 		$583K Buy
1,669
+69
+4% +$23.8K 0.14% 90
2025
Q2 		$531K Hold
1,600
– – 0.21% 53
2025
Q1 		$413K Hold
1,600
– – 0.21% 54
2024
Q4 		$457K Buy
+1,600
New +$450K 0.22% 52

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

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

Uniting Wealth Partners reduced its Rockwell Automation (ROK) stake by 0.84% in Q1 2026, selling an estimated $5.53K and leaving 1,658 shares worth $595K. The position accounts for 0.13% of the portfolio, ranked #100.

Uniting Wealth Partners first reported a position in ROK in Q4 2024 and has held it in 6 quarters since. The position peaked at $651K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Uniting Wealth Partners held 1,658 shares of Rockwell Automation worth $595K as of Q1 2026.
  • Uniting Wealth Partners sold 14 Rockwell Automation shares in Q1 2026, an estimated $5.53K.
  • Rockwell Automation made up 0.13% of Uniting Wealth Partners's portfolio in Q1 2026, its #100 holding.
  • Uniting Wealth Partners first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
  • Uniting Wealth Partners's Rockwell Automation position peaked at $651K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.