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Anchor Investment Management’s Rockwell Automation ROK Stock Holding History

Anchor Investment Management’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 		$2.51K Hold
7
– – ﹤0.01% 968
2025
Q4 		$2.72K Hold
7
– – ﹤0.01% 948
2025
Q3 		$2.45K Hold
7
– – ﹤0.01% 964
2025
Q2 		$2.33K Hold
7
– – ﹤0.01% 946
2025
Q1 		$1.81K Hold
7
– – ﹤0.01% 958
2024
Q4 		$2K Sell
7
-15
-68% -$4.22K ﹤0.01% 943
2024
Q3 		$5.91K Buy
22
+15
+214% +$3.98K ﹤0.01% 859
2024
Q2 		$1.93K Hold
7
– – ﹤0.01% 919
2024
Q1 		$2.04K Buy
+7
New +$2.02K ﹤0.01% 940
2022
Q4 		– Sell
-170
Closed -$36.6K – 973
2022
Q3 		$36.6K Hold
170
– – 0.01% 555
2022
Q2 		$33.9K Hold
170
– – ﹤0.01% 587
2022
Q1 		$47.6K Hold
170
– – 0.01% 556
2021
Q4 		$59.3K Hold
170
– – 0.01% 539
2021
Q3 		$50K Hold
170
– – 0.01% 526
2021
Q2 		$48.6K Hold
170
– – 0.01% 535
2021
Q1 		$45.1K Hold
170
– – 0.01% 525
2020
Q4 		$42.6K Hold
170
– – 0.01% 494
2020
Q3 		$37.5K Hold
170
– – 0.01% 479
2020
Q2 		$36.2K Hold
170
– – 0.01% 476
2020
Q1 		$25.7K Hold
170
– – 0.01% 509
2019
Q4 		$34.5K Hold
170
– – 0.01% 509
2019
Q3 		$28K Hold
170
– – 0.01% 521
2019
Q2 		$27.9K Hold
170
– – 0.01% 530
2019
Q1 		$29.8K Hold
170
– – 0.01% 515
2018
Q4 		$25.6K Buy
+170
New +$28.4K 0.01% 522

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

Anchor Investment Management's ROK Position: Q1 2026 in Review

Anchor Investment Management held its Rockwell Automation (ROK) position steady in Q1 2026 at 7 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Anchor Investment Management first reported a position in ROK in Q4 2018 and has held it in 25 quarters since. The position peaked at $59.3K in Q4 2021. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Anchor Investment Management held 7 shares of Rockwell Automation worth $2.51K as of Q1 2026.
  • Anchor Investment Management left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #968 holding.
  • Anchor Investment Management first reported a position in Rockwell Automation in Q4 2018 and has held it in 25 quarters since.
  • Anchor Investment Management's Rockwell Automation position peaked at $59.3K in Q4 2021.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.