Caitlin John’s Rockwell Automation ROK Stock Holding History

Caitlin John’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	$1.53K	Hold	4	–	–	﹤0.01%	743
2025 Q4	$1.66K	Hold	4	–	–	﹤0.01%	741
2025 Q3	$1.48K	Buy	+4	New	+$1.38K	﹤0.01%	728
2025 Q1	–	Sell	-12	Closed	-$3.48K	–	640
2024 Q4	$3.48K	Buy	12 +8	+200%	+$2.25K	﹤0.01%	598
2024 Q3	$1.2K	Hold	4	–	–	﹤0.01%	719
2024 Q2	$1.14K	Hold	4	–	–	﹤0.01%	711
2024 Q1	$1.2K	Sell	4 -6	-60%	-$1.73K	﹤0.01%	738
2023 Q4	$3.17K	Buy	+10	New	+$2.8K	﹤0.01%	630

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caitlin John's ROK Position: Q1 2026 in Review

Caitlin John held its Rockwell Automation (ROK) position steady in Q1 2026 at 4 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Caitlin John first reported a position in ROK in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.48K in Q4 2024. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Caitlin John held 4 shares of Rockwell Automation worth $1.53K as of Q1 2026.
Caitlin John left its Rockwell Automation share count unchanged in Q1 2026.
Rockwell Automation made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #743 holding.
Caitlin John first reported a position in Rockwell Automation in Q4 2023 and has held it in 8 quarters since.
Caitlin John's Rockwell Automation position peaked at $3.48K in Q4 2024.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.