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Walden Wealth Partners’s Rockwell Automation ROK Stock Holding History

Walden 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
2024
Q2 		$275K Hold
1,000
– – 0.15% 67
2024
Q1 		$276K Hold
1,000
– – 0.16% 70
2023
Q4 		$310K Buy
+1,000
New +$280K 0.2% 61

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Walden Wealth Partners's ROK Position: Q2 2024 in Review

Walden Wealth Partners held its Rockwell Automation (ROK) position steady in Q2 2024 at 1,000 shares worth $275K. The position accounts for 0.15% of the portfolio, ranked #67.

Walden Wealth Partners first reported a position in ROK in Q4 2023 and has held it in 3 quarters since. The position peaked at $310K in Q4 2023. 1,152 funds tracked by Wall St. Rank hold ROK as of Q2 2024.

  • Walden Wealth Partners held 1,000 shares of Rockwell Automation worth $275K as of Q2 2024.
  • Walden Wealth Partners left its Rockwell Automation share count unchanged in Q2 2024.
  • Rockwell Automation made up 0.15% of Walden Wealth Partners's portfolio in Q2 2024, its #67 holding.
  • Walden Wealth Partners first reported a position in Rockwell Automation in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Rockwell Automation position peaked at $310K in Q4 2023.
  • 1,152 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.