Bessemer Group
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Bessemer Group’s Rockwell Automation ROK Stock Holding History

Bessemer 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 		$1.61M Sell
4,486
-231
-5% -$91.2K ﹤0.01% 853
2025
Q4 		$1.84M Sell
4,717
-1,125
-19% -$423K ﹤0.01% 830
2025
Q3 		$2.04M Buy
5,842
+3,759
+180% +$1.3M ﹤0.01% 498
2025
Q2 		$690K Sell
2,083
-801
-28% -$228K ﹤0.01% 730
2025
Q1 		$745K Sell
2,884
-2
-0.1% -$557 ﹤0.01% 781
2024
Q4 		$824K Sell
2,886
-97
-3% -$27.3K ﹤0.01% 795
2024
Q3 		$802K Buy
2,983
+568
+24% +$151K ﹤0.01% 818
2024
Q2 		$665K Buy
2,415
+412
+21% +$111K ﹤0.01% 751
2024
Q1 		$584K Buy
2,003
+21
+1% +$6.05K ﹤0.01% 772
2023
Q4 		$614K Sell
1,982
-181
-8% -$50.7K ﹤0.01% 770
2023
Q3 		$617K Sell
2,163
-1,384
-39% -$428K ﹤0.01% 742
2023
Q2 		$1.17M Buy
3,547
+1,548
+77% +$447K ﹤0.01% 598
2023
Q1 		$586K Sell
1,999
-91
-4% -$25.9K ﹤0.01% 695
2022
Q4 		$538K Buy
2,090
+30
+1% +$7.53K ﹤0.01% 709
2022
Q3 		$443K Buy
2,060
+55
+3% +$12.8K ﹤0.01% 761
2022
Q2 		$401K Sell
2,005
-182
-8% -$41.1K ﹤0.01% 755
2022
Q1 		$613K Sell
2,187
-742
-25% -$213K ﹤0.01% 583
2021
Q4 		$1.02M Sell
2,929
-1,336
-31% -$442K ﹤0.01% 457
2021
Q3 		$1.25M Sell
4,265
-165
-4% -$50.7K ﹤0.01% 382
2021
Q2 		$1.27M Buy
4,430
+2,792
+170% +$753K ﹤0.01% 375
2021
Q1 		$434K Sell
1,638
-587
-26% -$150K ﹤0.01% 577
2020
Q4 		$558K Buy
2,225
+746
+50% +$182K ﹤0.01% 502
2020
Q3 		$326K Buy
1,479
+142
+11% +$31.7K ﹤0.01% 607
2020
Q2 		$285K Hold
1,337
– – ﹤0.01% 1087
2020
Q1 		$202K Buy
1,337
+155
+13% +$28.7K ﹤0.01% 993
2019
Q4 		$240K Sell
1,182
-1,500
-56% -$278K ﹤0.01% 1047
2019
Q3 		$441K Sell
2,682
-1,710
-39% -$270K ﹤0.01% 902
2019
Q2 		$720K Sell
4,392
-360
-8% -$60.8K ﹤0.01% 788
2019
Q1 		$834K Buy
4,752
+234
+5% +$39.8K ﹤0.01% 679
2018
Q4 		$679K Buy
4,518
+336
+8% +$56K ﹤0.01% 672
2018
Q3 		$784K Hold
4,182
– – ﹤0.01% 639
2018
Q2 		$694K Hold
4,182
– – ﹤0.01% 671
2018
Q1 		$728K Buy
4,182
+1,855
+80% +$352K ﹤0.01% 660
2017
Q4 		$456K Sell
2,327
-32,076
-93% -$6.11M ﹤0.01% 833
2017
Q3 		$6.13M Buy
34,403
+32,011
+1,338% +$5.33M 0.02% 259
2017
Q2 		$387K Sell
2,392
-260
-10% -$41K ﹤0.01% 914
2017
Q1 		$413K Sell
2,652
-413
-13% -$61.7K ﹤0.01% 922
2016
Q4 		$412K Buy
3,065
+1,165
+61% +$149K ﹤0.01% 928
2016
Q3 		$232K Hold
1,900
– – ﹤0.01% 947
2016
Q2 		$218K Sell
1,900
-297
-14% -$34K ﹤0.01% 654
2016
Q1 		$249K Buy
2,197
+147
+7% +$14.9K ﹤0.01% 649
2015
Q4 		$210K Sell
2,050
-470,105
-100% -$49.3M ﹤0.01% 729
2015
Q3 		$47.9M Sell
472,155
-1,146
-0.2% -$130K 0.27% 107
2015
Q2 		$59M Buy
473,301
+1,184
+0.3% +$143K 0.31% 109
2015
Q1 		$54.8M Buy
472,117
+469,708
+19,498% +$52.8M 0.28% 116
2014
Q4 		$268K Buy
2,409
+35
+1% +$3.84K ﹤0.01% 669
2014
Q3 		$261K Buy
2,374
+725
+44% +$85.2K ﹤0.01% 658
2014
Q2 		$206K Buy
1,649
+422
+34% +$52K ﹤0.01% 677
2014
Q1 		$153K Sell
1,227
-305
-20% -$36.2K ﹤0.01% 678
2013
Q4 		$182K Buy
1,532
+1,305
+575% +$145K ﹤0.01% 671
2013
Q3 		$25K Sell
227
-400
-64% -$39.1K ﹤0.01% 921
2013
Q2 		$52K Buy
+627
New +$54.1K ﹤0.01% 762

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

Bessemer Group's ROK Position: Q1 2026 in Review

Bessemer Group reduced its Rockwell Automation (ROK) stake by 4.9% in Q1 2026, selling an estimated $91.2K and leaving 4,486 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Bessemer Group first reported a position in ROK in Q2 2013 and has held it in 52 quarters since. The position peaked at $59M in Q2 2015. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Bessemer Group held 4,486 shares of Rockwell Automation worth $1.61M as of Q1 2026.
  • Bessemer Group sold 231 Rockwell Automation shares in Q1 2026, an estimated $91.2K.
  • Rockwell Automation made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #853 holding.
  • Bessemer Group first reported a position in Rockwell Automation in Q2 2013 and has held it in 52 quarters since.
  • Bessemer Group's Rockwell Automation position peaked at $59M in Q2 2015.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.