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Ameritas Investment Partners’s Rockwell Automation ROK Stock Holding History

Ameritas Investment 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 		$362K Sell
1,008
-17
-2% -$6.71K 0.01% 950
2025
Q4 		$399K Hold
1,025
– – 0.01% 892
2025
Q3 		$358K Sell
1,025
-39
-4% -$13.5K 0.01% 952
2025
Q2 		$353K Sell
1,064
-36
-3% -$10.3K 0.01% 982
2025
Q1 		$284K Hold
1,100
– – 0.01% 1073
2024
Q4 		$314K Sell
1,100
-49
-4% -$13.8K 0.01% 1061
2024
Q3 		$308K Sell
1,149
-51
-4% -$13.5K 0.01% 1070
2024
Q2 		$330K Sell
1,200
-74
-6% -$20K 0.01% 967
2024
Q1 		$371K Hold
1,274
– – 0.01% 930
2023
Q4 		$396K Sell
1,274
-89
-7% -$24.9K 0.01% 888
2023
Q3 		$390K Hold
1,363
– – 0.02% 854
2023
Q2 		$449K Sell
1,363
-58
-4% -$16.7K 0.02% 801
2023
Q1 		$417K Hold
1,421
– – 0.02% 813
2022
Q4 		$392K Hold
1,421
– – 0.02% 838
2022
Q3 		$305K Sell
1,421
-99
-7% -$23.1K 0.01% 880
2022
Q2 		$302K Hold
1,520
– – 0.01% 888
2022
Q1 		$426K Hold
1,520
– – 0.02% 840
2021
Q4 		$530K Sell
1,520
-88
-5% -$29.1K 0.02% 798
2021
Q3 		$473K Hold
1,608
– – 0.02% 811
2021
Q2 		$460K Hold
1,608
– – 0.02% 819
2021
Q1 		$427K Sell
1,608
-82
-5% -$20.9K 0.02% 833
2020
Q4 		$424K Sell
1,690
-117
-6% -$28.6K 0.02% 809
2020
Q3 		$399K Sell
1,807
-78
-4% -$17.4K 0.02% 776
2020
Q2 		$402K Hold
1,885
– – 0.02% 771
2020
Q1 		$284K Sell
1,885
-86
-4% -$15.9K 0.02% 797
2019
Q4 		$399K Hold
1,971
– – 0.02% 808
2019
Q3 		$325K Sell
1,971
-104
-5% -$16.4K 0.01% 853
2019
Q2 		$340K Sell
2,075
-99
-5% -$16.7K 0.02% 840
2019
Q1 		$381K Hold
2,174
– – 0.02% 803
2018
Q4 		$327K Sell
2,174
-113
-5% -$18.8K 0.02% 792
2018
Q3 		$429K Sell
2,287
-145
-6% -$26K 0.02% 773
2018
Q2 		$404K Sell
2,432
-225
-8% -$39.1K 0.02% 781
2018
Q1 		$463K Sell
2,657
-176
-6% -$33.4K 0.02% 760
2017
Q4 		$556K Sell
2,833
-125
-4% -$23.8K 0.03% 717
2017
Q3 		$485K Hold
2,958
– – 0.02% 760
2017
Q2 		$479K Hold
2,958
– – 0.02% 764
2017
Q1 		$461K Sell
2,958
-135
-4% -$20.2K 0.02% 774
2016
Q4 		$416K Hold
3,093
– – 0.02% 790
2016
Q3 		$378K Buy
3,093
+539
+21% +$63K 0.02% 802
2016
Q2 		$293K Hold
2,554
– – 0.02% 828
2016
Q1 		$291K Hold
2,554
– – 0.02% 818
2015
Q4 		$262K Hold
2,554
– – 0.02% 838
2015
Q3 		$259K Hold
2,554
– – 0.02% 823
2015
Q2 		$318K Hold
2,554
– – 0.02% 789
2015
Q1 		$296K Hold
2,554
– – 0.02% 834
2014
Q4 		$284K Hold
2,554
– – 0.02% 844
2014
Q3 		$281K Sell
2,554
-188
-7% -$22.1K 0.02% 827
2014
Q2 		$343K Hold
2,742
– – 0.02% 774
2014
Q1 		$342K Sell
2,742
-228
-8% -$27.1K 0.03% 733
2013
Q4 		$351K Hold
2,970
– – 0.03% 745
2013
Q3 		$318K Buy
+2,970
New +$290K 0.03% 720

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

Ameritas Investment Partners's ROK Position: Q1 2026 in Review

Ameritas Investment Partners reduced its Rockwell Automation (ROK) stake by 1.7% in Q1 2026, selling an estimated $6.71K and leaving 1,008 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #950.

Ameritas Investment Partners first reported a position in ROK in Q3 2013 and has held it in 51 quarters since. The position peaked at $556K in Q4 2017. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Ameritas Investment Partners held 1,008 shares of Rockwell Automation worth $362K as of Q1 2026.
  • Ameritas Investment Partners sold 17 Rockwell Automation shares in Q1 2026, an estimated $6.71K.
  • Rockwell Automation made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #950 holding.
  • Ameritas Investment Partners first reported a position in Rockwell Automation in Q3 2013 and has held it in 51 quarters since.
  • Ameritas Investment Partners's Rockwell Automation position peaked at $556K in Q4 2017.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.