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Boston Family Office’s Rockwell Automation ROK Stock Holding History

Boston Family Office’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 		$23.3M Sell
64,894
-7,090
-10% -$2.8M 1.55% 15
2025
Q4 		$28M Sell
71,984
-2,564
-3% -$964K 1.78% 11
2025
Q3 		$26.1M Sell
74,548
-1,499
-2% -$518K 1.66% 12
2025
Q2 		$25.3M Buy
76,047
+552
+0.7% +$157K 1.68% 17
2025
Q1 		$19.5M Sell
75,495
-2,131
-3% -$593K 1.38% 25
2024
Q4 		$22.2M Sell
77,626
-5,218
-6% -$1.47M 1.52% 22
2024
Q3 		$22.2M Sell
82,844
-213
-0.3% -$56.5K 1.51% 22
2024
Q2 		$22.9M Buy
83,057
+14
+0% +$3.78K 1.65% 18
2024
Q1 		$24.2M Sell
83,043
-414
-0.5% -$119K 1.74% 15
2023
Q4 		$25.9M Sell
83,457
-1,394
-2% -$391K 1.95% 11
2023
Q3 		$24.3M Sell
84,851
-1,517
-2% -$469K 1.99% 10
2023
Q2 		$28.5M Buy
86,368
+173
+0.2% +$50K 2.18% 8
2023
Q1 		$25.3M Sell
86,195
-275
-0.3% -$78.2K 2.03% 10
2022
Q4 		$22.3M Buy
86,470
+861
+1% +$216K 1.85% 10
2022
Q3 		$18.4M Buy
85,609
+1,746
+2% +$407K 1.64% 15
2022
Q2 		$16.7M Buy
83,863
+1,859
+2% +$420K 1.4% 22
2022
Q1 		$23M Sell
82,004
-194
-0.2% -$55.7K 1.63% 15
2021
Q4 		$28.7M Buy
82,198
+11
+0% +$3.64K 1.86% 13
2021
Q3 		$24.2M Buy
82,187
+1,058
+1% +$325K 1.75% 14
2021
Q2 		$23.2M Buy
81,129
+168
+0.2% +$45.3K 1.66% 14
2021
Q1 		$21.5M Buy
80,961
+60
+0.1% +$15.3K 1.61% 16
2020
Q4 		$20.3M Sell
80,901
-170
-0.2% -$41.6K 1.56% 16
2020
Q3 		$17.9M Buy
81,071
+218
+0.3% +$48.7K 1.62% 14
2020
Q2 		$17.2M Buy
80,853
+1,085
+1% +$210K 1.67% 14
2020
Q1 		$12M Sell
79,768
-1,499
-2% -$278K 1.42% 19
2019
Q4 		$16.5M Buy
81,267
+111
+0.1% +$20.6K 1.57% 16
2019
Q3 		$13.4M Buy
81,156
+489
+0.6% +$77.3K 1.39% 20
2019
Q2 		$13.2M Buy
80,667
+1,352
+2% +$228K 1.37% 22
2019
Q1 		$13.9M Buy
79,315
+165
+0.2% +$28.1K 1.5% 18
2018
Q4 		$11.9M Sell
79,150
-235
-0.3% -$39.2K 1.48% 18
2018
Q3 		$14.9M Buy
79,385
+3,379
+4% +$605K 1.57% 12
2018
Q2 		$12.6M Sell
76,006
-357
-0.5% -$62K 1.43% 15
2018
Q1 		$13.3M Sell
76,363
-1,579
-2% -$300K 1.52% 12
2017
Q4 		$15.3M Sell
77,942
-1,305
-2% -$249K 1.68% 8
2017
Q3 		$14.1M Buy
79,247
+171
+0.2% +$28.5K 1.6% 12
2017
Q2 		$12.8M Sell
79,076
-35
-0% -$5.52K 1.52% 13
2017
Q1 		$12.3M Sell
79,111
-8,973
-10% -$1.34M 1.51% 14
2016
Q4 		$11.8M Sell
88,084
-440
-0.5% -$56.2K 1.54% 15
2016
Q3 		$10.8M Sell
88,524
-92
-0.1% -$10.8K 1.4% 19
2016
Q2 		$10.2M Sell
88,616
-485
-0.5% -$55.6K 1.32% 21
2016
Q1 		$10.1M Buy
89,101
+242
+0.3% +$24.6K 1.34% 21
2015
Q4 		$9.12M Sell
88,859
-5,500
-6% -$577K 1.25% 24
2015
Q3 		$9.57M Buy
94,359
+451
+0.5% +$51.1K 1.33% 20
2015
Q2 		$11.7M Sell
93,908
-317
-0.3% -$38.2K 1.47% 14
2015
Q1 		$10.9M Sell
94,225
-45
-0% -$5.06K 1.36% 17
2014
Q4 		$10.5M Buy
94,270
+3,237
+4% +$355K 1.31% 18
2014
Q3 		$10M Buy
91,033
+589
+0.7% +$69.2K 1.29% 19
2014
Q2 		$11.3M Buy
90,444
+2,876
+3% +$354K 1.44% 14
2014
Q1 		$10.9M Sell
87,568
-1,840
-2% -$218K 1.45% 15
2013
Q4 		$10.6M Buy
89,408
+7,420
+9% +$825K 1.39% 15
2013
Q3 		$8.77M Sell
81,988
-60
-0.1% -$5.86K 1.25% 19
2013
Q2 		$6.82M Buy
+82,048
New +$7.09M 1.04% 31

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

Boston Family Office's ROK Position: Q1 2026 in Review

Boston Family Office reduced its Rockwell Automation (ROK) stake by 9.8% in Q1 2026, selling an estimated $2.8M and leaving 64,894 shares worth $23.3M. The position accounts for 1.55% of the portfolio, ranked #15.

Boston Family Office first reported a position in ROK in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.7M in Q4 2021. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Boston Family Office held 64,894 shares of Rockwell Automation worth $23.3M as of Q1 2026.
  • Boston Family Office sold 7,090 Rockwell Automation shares in Q1 2026, an estimated $2.8M.
  • Rockwell Automation made up 1.55% of Boston Family Office's portfolio in Q1 2026, its #15 holding.
  • Boston Family Office first reported a position in Rockwell Automation in Q2 2013 and has held it in 52 quarters since.
  • Boston Family Office's Rockwell Automation position peaked at $28.7M in Q4 2021.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.