AG
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AmeriFlex Group’s Rockwell Automation ROK Stock Holding History

AmeriFlex Group’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 		$46.7K Hold
130
– – 0.02% 434
2025
Q4 		$50.6K Buy
130
+30
+30% +$11.3K 0.03% 418
2025
Q3 		$35K Buy
100
+50
+100% +$17.3K 0.01% 529
2025
Q2 		$16.3K Sell
50
-20
-29% -$5.7K 0.01% 611
2025
Q1 		$18.1K Buy
70
+20
+40% +$5.57K 0.01% 704
2024
Q4 		$13.9K Buy
+50
New +$14.1K 0.01% 703

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

AmeriFlex Group's ROK Position: Q1 2026 in Review

AmeriFlex Group held its Rockwell Automation (ROK) position steady in Q1 2026 at 130 shares worth $46.7K. The position accounts for 0.02% of the portfolio, ranked #434.

AmeriFlex Group first reported a position in ROK in Q4 2024 and has held it in 6 quarters since. The position peaked at $50.6K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • AmeriFlex Group held 130 shares of Rockwell Automation worth $46.7K as of Q1 2026.
  • AmeriFlex Group left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up 0.02% of AmeriFlex Group's portfolio in Q1 2026, its #434 holding.
  • AmeriFlex Group first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Rockwell Automation position peaked at $50.6K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.