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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Welch Capital Partners's ROK Position: Q1 2026 in Review

Welch Capital Partners held its Rockwell Automation (ROK) position steady in Q1 2026 at 696 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #23.

Welch Capital Partners first reported a position in ROK in Q3 2021 and has held it in 10 quarters since. The position peaked at $271K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Welch Capital Partners held 696 shares of Rockwell Automation worth $250K as of Q1 2026.
Welch Capital Partners left its Rockwell Automation share count unchanged in Q1 2026.
Rockwell Automation made up 0.06% of Welch Capital Partners's portfolio in Q1 2026, its #23 holding.
Welch Capital Partners first reported a position in Rockwell Automation in Q3 2021 and has held it in 10 quarters since.
Welch Capital Partners's Rockwell Automation position peaked at $271K in Q4 2025.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Welch Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.