Bank Julius Baer & Co
ROK icon

Bank Julius Baer & Co’s Rockwell Automation ROK Stock Holding History

Bank Julius Baer & Co’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 		$13M Buy
36,688
+9,387
+34% +$3.7M 0.04% 163
2025
Q4 		$10.7M Buy
27,301
+800
+3% +$301K 0.03% 178
2025
Q3 		$9.26M Sell
26,501
-10,105
-28% -$3.49M 0.03% 200
2025
Q2 		$12.2M Sell
36,606
-14,788
-29% -$4.21M 0.04% 175
2025
Q1 		$13.3M Sell
51,394
-429,713
-89% -$120M 0.04% 172
2024
Q4 		$148M Buy
481,107
+31,944
+7% +$8.98M 0.46% 54
2024
Q3 		$137M Buy
449,163
+9,889
+2% +$2.63M 0.46% 53
2024
Q2 		$132M Sell
439,274
-28,451
-6% -$7.68M 0.5% 49
2024
Q1 		$136M Buy
467,725
+41,380
+10% +$11.9M 0.52% 50
2023
Q4 		$132M Buy
426,345
+100,161
+31% +$28.1M 0.56% 47
2023
Q3 		$93.2M Buy
326,184
+20,069
+7% +$6.21M 0.54% 49
2023
Q2 		$101M Sell
306,115
-5,355
-2% -$1.55M 0.6% 43
2023
Q1 		$91.4M Sell
311,470
-724
-0.2% -$206K 0.58% 46
2022
Q4 		$80.4M Buy
312,194
+7,143
+2% +$1.79M 0.55% 49
2022
Q3 		$65.6M Sell
305,051
-11,791
-4% -$2.75M 0.5% 52
2022
Q2 		$63.1M Buy
316,842
+2,522
+0.8% +$570K 0.45% 56
2022
Q1 		$88M Buy
314,320
+23,688
+8% +$6.81M 0.53% 48
2021
Q4 		$101M Buy
290,632
+23,979
+9% +$7.94M 0.54% 47
2021
Q3 		$78.4M Buy
266,653
+30,166
+13% +$9.26M 0.49% 53
2021
Q2 		$67.6M Buy
236,487
+10,665
+5% +$2.88M 0.43% 54
2021
Q1 		$59.9M Sell
225,822
-103,722
-31% -$26.4M 0.45% 52
2020
Q4 		$82.7M Buy
329,544
+41,426
+14% +$10.1M 0.68% 38
2020
Q3 		$63.6M Buy
288,118
+33,267
+13% +$7.43M 0.62% 45
2020
Q2 		$54.3M Buy
254,851
+21,775
+9% +$4.21M 0.63% 43
2020
Q1 		$35.2M Buy
+233,076
New +$43.2M 0.81% 33

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

Bank Julius Baer & Co's ROK Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Rockwell Automation (ROK) stake by 34% in Q1 2026, buying an estimated $3.7M and bringing the position to 36,688 shares worth $13M. The position accounts for 0.04% of the portfolio, ranked #163.

Bank Julius Baer & Co first reported a position in ROK in Q1 2020 and has held it in 25 quarters since. The position peaked at $148M in Q4 2024. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Bank Julius Baer & Co held 36,688 shares of Rockwell Automation worth $13M as of Q1 2026.
  • Bank Julius Baer & Co bought 9,387 Rockwell Automation shares in Q1 2026, an estimated $3.7M.
  • Rockwell Automation made up 0.04% of Bank Julius Baer & Co's portfolio in Q1 2026, its #163 holding.
  • Bank Julius Baer & Co first reported a position in Rockwell Automation in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Rockwell Automation position peaked at $148M in Q4 2024.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.