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Battery Global Advisors’s Rockwell Automation ROK Stock Holding History

Battery Global 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 		$215K Buy
598
+543
+987% +$214K 0.12% 43
2025
Q4 		$6.22K Sell
55
-543
-91% -$204K ﹤0.01% 142
2025
Q3 		$209K Hold
598
– – 0.1% 40
2025
Q2 		$199K Hold
598
– – 0.1% 40
2025
Q1 		$155K Hold
598
– – 0.09% 42
2024
Q4 		$171K Hold
598
– – 0.09% 39
2024
Q3 		$161K Buy
+598
New +$159K 0.09% 42

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

Battery Global Advisors's ROK Position: Q1 2026 in Review

Battery Global Advisors increased its Rockwell Automation (ROK) stake by 987% in Q1 2026, buying an estimated $214K and bringing the position to 598 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #43.

Battery Global Advisors first reported a position in ROK in Q3 2024 and has held it in 7 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Battery Global Advisors held 598 shares of Rockwell Automation worth $215K as of Q1 2026.
  • Battery Global Advisors bought 543 Rockwell Automation shares in Q1 2026, an estimated $214K.
  • Rockwell Automation made up 0.12% of Battery Global Advisors's portfolio in Q1 2026, its #43 holding.
  • Battery Global Advisors first reported a position in Rockwell Automation in Q3 2024 and has held it in 7 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.