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Brooklyn Investment Group’s Rockwell Automation ROK Stock Holding History

Brooklyn Investment 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 		$909K Buy
2,532
+1,083
+75% +$427K 0.03% 622
2025
Q4 		$574K Buy
1,449
+284
+24% +$107K 0.03% 583
2025
Q3 		$384K Sell
1,165
-49
-4% -$16.9K 0.05% 346
2025
Q2 		$403K Buy
1,214
+45
+4% +$12.8K 0.05% 346
2025
Q1 		$302K Sell
1,169
-44
-4% -$12.2K 0.07% 264
2024
Q4 		$347K Buy
1,213
+409
+51% +$115K 0.1% 163
2024
Q3 		$216K Buy
804
+11
+1% +$2.92K 0.07% 229
2024
Q2 		$225K Hold
793
– – 0.1% 210
2024
Q1 		$225K Sell
793
-4
-0.5% -$1.15K 0.1% 210
2023
Q4 		$247K Buy
+797
New +$223K 0.12% 184

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brooklyn Investment Group's ROK Position: Q1 2026 in Review

Brooklyn Investment Group increased its Rockwell Automation (ROK) stake by 75% in Q1 2026, buying an estimated $427K and bringing the position to 2,532 shares worth $909K. The position accounts for 0.03% of the portfolio, ranked #622.

Brooklyn Investment Group first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. 1,418 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Brooklyn Investment Group held 2,532 shares of Rockwell Automation worth $909K as of Q1 2026.
  • Brooklyn Investment Group bought 1,083 Rockwell Automation shares in Q1 2026, an estimated $427K.
  • Rockwell Automation made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #622 holding.
  • Brooklyn Investment Group first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
  • 1,418 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.