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Ancora Advisors’s Rockwell Automation ROK Stock Holding History

Ancora Advisors’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 		$2.15M Sell
5,993
-554
-8% -$219K 0.05% 277
2025
Q4 		$2.55M Sell
6,547
-594
-8% -$223K 0.05% 262
2025
Q3 		$2.5M Sell
7,141
-866
-11% -$299K 0.05% 256
2025
Q2 		$2.66M Buy
8,007
+366
+5% +$104K 0.06% 251
2025
Q1 		$1.97M Sell
7,641
-33
-0.4% -$9.19K 0.04% 277
2024
Q4 		$2.19M Buy
7,674
+1,385
+22% +$390K 0.05% 267
2024
Q3 		$1.69M Buy
6,289
+4,959
+373% +$1.32M 0.04% 300
2024
Q2 		$366K Buy
1,330
+402
+43% +$108K 0.01% 550
2024
Q1 		$270K Buy
928
+585
+171% +$168K 0.01% 612
2023
Q4 		$106K Buy
343
+281
+453% +$78.8K ﹤0.01% 785
2023
Q3 		$17.7K Hold
62
– – ﹤0.01% 1167
2023
Q2 		$20.4K Hold
62
– – ﹤0.01% 1131
2023
Q1 		$18.2K Sell
62
-2
-3% -$569 ﹤0.01% 1155
2022
Q4 		$17K Buy
64
+2
+3% +$502 ﹤0.01% 1230
2022
Q3 		$13K Sell
62
-2
-3% -$466 ﹤0.01% 1434
2022
Q2 		$13K Buy
64
+2
+3% +$452 ﹤0.01% 1540
2022
Q1 		$17K Hold
62
– – ﹤0.01% 1592
2021
Q4 		$22K Hold
62
– – ﹤0.01% 1555
2021
Q3 		$18K Buy
+62
New +$19K ﹤0.01% 1511
2021
Q1 		– Sell
-10
Closed -$3K – 1817
2020
Q4 		$3K Buy
+10
New +$2.45K ﹤0.01% 1352
2018
Q4 		– Sell
-265
Closed -$50K – 1066
2018
Q3 		$50K Buy
+265
New +$47.4K ﹤0.01% 895

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

Ancora Advisors's ROK Position: Q1 2026 in Review

Ancora Advisors reduced its Rockwell Automation (ROK) stake by 8.5% in Q1 2026, selling an estimated $219K and leaving 5,993 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #277.

Ancora Advisors first reported a position in ROK in Q3 2018 and has held it in 21 quarters since. The position peaked at $2.66M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Ancora Advisors held 5,993 shares of Rockwell Automation worth $2.15M as of Q1 2026.
  • Ancora Advisors sold 554 Rockwell Automation shares in Q1 2026, an estimated $219K.
  • Rockwell Automation made up 0.05% of Ancora Advisors's portfolio in Q1 2026, its #277 holding.
  • Ancora Advisors first reported a position in Rockwell Automation in Q3 2018 and has held it in 21 quarters since.
  • Ancora Advisors's Rockwell Automation position peaked at $2.66M in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.