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Bridges Investment Management’s Rockwell Automation ROK Stock Holding History

Bridges Investment Management’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
-1,619
Closed -$630K – 411
2025
Q4 		$630K Buy
1,619
+365
+29% +$137K 0.01% 275
2025
Q3 		$438K Hold
1,254
– – 0.01% 308
2025
Q2 		$417K Sell
1,254
-7
-0.6% -$1.99K 0.01% 311
2025
Q1 		$326K Sell
1,261
-197
-14% -$54.8K ﹤0.01% 329
2024
Q4 		$417K Buy
1,458
+202
+16% +$56.8K 0.01% 305
2024
Q3 		$337K Buy
1,256
+2
+0.2% +$531 ﹤0.01% 333
2024
Q2 		$345K Hold
1,254
– – 0.01% 317
2024
Q1 		$365K Buy
+1,254
New +$361K 0.01% 173

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bridges Investment Management's ROK Position: Q1 2026 in Review

Bridges Investment Management sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 1,619 shares — an estimated $630K sold.

Bridges Investment Management first reported a position in ROK in Q1 2024 and held it in 8 quarters. The position peaked at $630K in Q4 2025. 1,417 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Bridges Investment Management reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
  • Bridges Investment Management sold 1,619 Rockwell Automation shares in Q1 2026, an estimated $630K.
  • Bridges Investment Management first reported a position in Rockwell Automation in Q1 2024 and held it in 8 quarters.
  • Bridges Investment Management's Rockwell Automation position peaked at $630K in Q4 2025.
  • 1,417 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Bridges Investment Management's 13F filing for Q1 2026, filed 4 May 2026.