CIAS
ROK icon

CBIZ Investment Advisory Services’s Rockwell Automation ROK Stock Holding History

CBIZ Investment Advisory Services’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 		$2.51K Sell
7
-7
-50% -$2.76K ﹤0.01% 312
2025
Q4 		$5.45K Sell
14
-7
-33% -$2.63K ﹤0.01% 489
2025
Q3 		$7.34K Buy
21
+7
+50% +$2.42K ﹤0.01% 392
2025
Q2 		$4.65K Buy
14
+10
+250% +$2.85K ﹤0.01% 440
2025
Q1 		$1.03K Buy
+4
New +$1.11K ﹤0.01% 518

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

CBIZ Investment Advisory Services's ROK Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Rockwell Automation (ROK) stake by 50% in Q1 2026, selling an estimated $2.76K and leaving 7 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

CBIZ Investment Advisory Services first reported a position in ROK in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.34K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • CBIZ Investment Advisory Services held 7 shares of Rockwell Automation worth $2.51K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 7 Rockwell Automation shares in Q1 2026, an estimated $2.76K.
  • Rockwell Automation made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #312 holding.
  • CBIZ Investment Advisory Services first reported a position in Rockwell Automation in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Rockwell Automation position peaked at $7.34K in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.