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Atomi Financial Group’s Rockwell Automation ROK Stock Holding History

Atomi Financial 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 		$822K Sell
2,290
-119
-5% -$47K 0.03% 503
2025
Q4 		$937K Buy
2,409
+189
+9% +$71K 0.03% 437
2025
Q3 		$776K Buy
2,220
+224
+11% +$77.4K 0.03% 473
2025
Q2 		$663K Buy
1,996
+208
+12% +$59.3K 0.03% 475
2025
Q1 		$462K Buy
1,788
+416
+30% +$116K 0.02% 570
2024
Q4 		$392K Buy
1,372
+262
+24% +$73.7K 0.02% 586
2024
Q3 		$298K Sell
1,110
-54
-5% -$14.3K 0.02% 666
2024
Q2 		$320K Sell
1,164
-125
-10% -$33.7K 0.02% 565
2024
Q1 		$376K Buy
1,289
+34
+3% +$9.79K 0.03% 445
2023
Q4 		$390K Buy
1,255
+151
+14% +$42.3K 0.05% 333
2023
Q3 		$316K Sell
1,104
-99
-8% -$30.6K 0.11% 230
2023
Q2 		$396K Buy
1,203
+3
+0.3% +$866 0.18% 149
2023
Q1 		$352K Buy
+1,200
New +$341K 0.2% 126

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

Atomi Financial Group's ROK Position: Q1 2026 in Review

Atomi Financial Group reduced its Rockwell Automation (ROK) stake by 4.9% in Q1 2026, selling an estimated $47K and leaving 2,290 shares worth $822K. The position accounts for 0.03% of the portfolio, ranked #503.

Atomi Financial Group first reported a position in ROK in Q1 2023 and has held it in 13 quarters since. The position peaked at $937K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Atomi Financial Group held 2,290 shares of Rockwell Automation worth $822K as of Q1 2026.
  • Atomi Financial Group sold 119 Rockwell Automation shares in Q1 2026, an estimated $47K.
  • Rockwell Automation made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #503 holding.
  • Atomi Financial Group first reported a position in Rockwell Automation in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Rockwell Automation position peaked at $937K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.