Back to ROK
Core Wealth Partners LLC → ROK
Core Wealth Partners LLC ROK Position History
Rockwell Automation, Inc. • Industrials
Quarters held
5
Latest value
$18.2M
Q3 2026
Peak value
$20.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.6M |
| Q4 2025 | $16.2M |
| Q1 2026 | $15M |
| Q2 2026 | $20.7M |
| Q3 2026 | $18.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.2M | 41.9K | — | — |
| Q2 2026 | $20.7M | 41.8K | — | — |
| Q1 2026 | $15M | 41.8K | — | — |
| Q4 2025 | $16.2M | 41.7K | — | — |
| Q3 2025 | $14.6M | 41.7K | — | — |
Other funds holding ROK
$2.6B
$2.6B
$1.8B
$976.3M
$871.8M
$674.8M
$673.9M