Bellwether Advisors’s Rockwell Automation ROK Stock Holding History

Bellwether 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	–	Sell	-10,985	Closed	-$4.27M	–	177
2025 Q4	$4.27M	Buy	10,985 +4,583	+72%	+$1.72M	0.68%	34
2025 Q3	$2.24M	Buy	+6,402	New	+$2.21M	0.37%	57
2025 Q1	–	Sell	-553	Closed	-$158K	–	528
2024 Q4	$158K	Buy	+553	New	+$156K	0.03%	151
2024 Q3	–	Sell	-5,202	Closed	-$1.43M	–	141
2024 Q2	$1.43M	Buy	+5,202	New	+$1.4M	0.3%	63
2023 Q1	–	Sell	-2	Closed	-$515	–	528
2022 Q4	$515	Sell	2 -69	-97%	-$17.3K	﹤0.01%	399
2022 Q3	$15K	Buy	+71	New	+$16.6K	﹤0.01%	239

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bellwether Advisors's ROK Position: Q1 2026 in Review

Bellwether Advisors sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 10,985 shares — an estimated $4.27M sold.

Bellwether Advisors first reported a position in ROK in Q3 2022 and held it in 6 quarters. The position peaked at $4.27M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Bellwether Advisors reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
Bellwether Advisors sold 10,985 Rockwell Automation shares in Q1 2026, an estimated $4.27M.
Bellwether Advisors first reported a position in Rockwell Automation in Q3 2022 and held it in 6 quarters.
Bellwether Advisors's Rockwell Automation position peaked at $4.27M in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.