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Burk Holdings’s Rockwell Automation ROK Stock Holding History

Burk Holdings’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 		$3.23K Buy
+9
New +$3.55K ﹤0.01% 436

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

Burk Holdings's ROK Position: Q1 2026 in Review

Burk Holdings opened a new position in Rockwell Automation (ROK) in Q1 2026: 9 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings.

1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Burk Holdings held 9 shares of Rockwell Automation worth $3.23K as of Q1 2026.
  • Rockwell Automation was a new Burk Holdings position in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of Burk Holdings's portfolio in Q1 2026, its #436 holding.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.