Cetera Investment Advisers
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Cetera Investment Advisers’s Rockwell Automation ROK Stock Holding History

Cetera Investment Advisers’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 		$14.4M Buy
40,208
+1,882
+5% +$743K 0.02% 851
2025
Q4 		$14.9M Buy
38,326
+1,985
+5% +$746K 0.02% 805
2025
Q3 		$12.7M Buy
36,341
+7,786
+27% +$2.69M 0.01% 851
2025
Q2 		$9.49M Buy
28,555
+696
+2% +$198K 0.02% 851
2025
Q1 		$7.2M Sell
27,859
-1,767
-6% -$492K 0.01% 925
2024
Q4 		$8.47M Buy
29,626
+2,455
+9% +$690K 0.02% 782
2024
Q3 		$7.29M Sell
27,171
-340
-1% -$90.3K 0.02% 822
2024
Q2 		$7.57M Buy
27,511
+204
+0.7% +$55K 0.02% 793
2024
Q1 		$7.96M Buy
27,307
+21,051
+336% +$6.06M 0.02% 759
2023
Q4 		$1.94M Buy
6,256
+1,187
+23% +$333K 0.02% 812
2023
Q3 		$1.45M Buy
5,069
+406
+9% +$126K 0.01% 888
2023
Q2 		$1.54M Sell
4,663
-137
-3% -$39.6K 0.01% 891
2023
Q1 		$1.41M Buy
4,800
+194
+4% +$55.2K 0.01% 885
2022
Q4 		$1.19M Buy
4,606
+1,442
+46% +$362K 0.01% 923
2022
Q3 		$681K Sell
3,164
-177
-5% -$41.3K 0.01% 869
2022
Q2 		$666K Sell
3,341
-816
-20% -$184K 0.01% 956
2022
Q1 		$1.16M Sell
4,157
-718
-15% -$206K 0.02% 768
2021
Q4 		$1.7M Buy
4,875
+383
+9% +$127K 0.02% 614
2021
Q3 		$1.32M Sell
4,492
-79
-2% -$24.3K 0.02% 672
2021
Q2 		$1.31M Buy
4,571
+422
+10% +$114K 0.02% 676
2021
Q1 		$1.1M Buy
4,149
+844
+26% +$215K 0.02% 629
2020
Q4 		$829K Buy
3,305
+1,869
+130% +$457K 0.02% 743
2020
Q3 		$317K Sell
1,436
-107
-7% -$23.9K 0.03% 490
2020
Q2 		$329K Sell
1,543
-208
-12% -$40.2K 0.03% 454
2020
Q1 		$264K Buy
+1,751
New +$325K 0.03% 424

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

Cetera Investment Advisers's ROK Position: Q1 2026 in Review

Cetera Investment Advisers increased its Rockwell Automation (ROK) stake by 4.9% in Q1 2026, buying an estimated $743K and bringing the position to 40,208 shares worth $14.4M. The position accounts for 0.02% of the portfolio, ranked #851.

Cetera Investment Advisers first reported a position in ROK in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.9M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Cetera Investment Advisers held 40,208 shares of Rockwell Automation worth $14.4M as of Q1 2026.
  • Cetera Investment Advisers bought 1,882 Rockwell Automation shares in Q1 2026, an estimated $743K.
  • Rockwell Automation made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #851 holding.
  • Cetera Investment Advisers first reported a position in Rockwell Automation in Q1 2020 and has held it in 25 quarters since.
  • Cetera Investment Advisers's Rockwell Automation position peaked at $14.9M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.