Welch Capital Partners’s Rockwell Automation ROK Stock Holding History

Welch Capital 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	$345K	Hold	696	–	–	0.07%	20
2026 Q1	$250K	Hold	696	–	–	0.06%	23
2025 Q4	$271K	Hold	696	–	–	0.05%	22
2025 Q3	$243K	Hold	696	–	–	0.05%	22
2025 Q2	$231K	Buy	+696	New	+$198K	0.05%	20
2024 Q2	–	Sell	-696	Closed	-$203K	–	24
2024 Q1	$203K	Hold	696	–	–	0.05%	20
2023 Q4	$216K	Buy	+696	New	+$195K	0.06%	19
2023 Q3	–	Sell	-696	Closed	-$229K	–	19
2023 Q2	$229K	Hold	696	–	–	0.06%	18
2023 Q1	$204K	Buy	+696	New	+$198K	0.06%	18
2022 Q1	–	Sell	-696	Closed	-$243K	–	45
2021 Q4	$243K	Hold	696	–	–	0.05%	37
2021 Q3	$205K	Buy	+696	New	+$214K	0.05%	21

Other funds holding ROK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Welch Capital Partners's ROK Position: Q2 2026 in Review

Welch Capital Partners held its Rockwell Automation (ROK) position steady in Q2 2026 at 696 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #20.

Welch Capital Partners first reported a position in ROK in Q3 2021 and has held it in 11 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Welch Capital Partners held 696 shares of Rockwell Automation worth $345K as of Q2 2026.
Welch Capital Partners left its Rockwell Automation share count unchanged in Q2 2026.
Rockwell Automation made up 0.07% of Welch Capital Partners's portfolio in Q2 2026, its #20 holding.
Welch Capital Partners first reported a position in Rockwell Automation in Q3 2021 and has held it in 11 quarters since.
1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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