Childress Capital Advisors’s Rockwell Automation ROK Stock Holding History

Childress Capital Advisors’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	–	Sell	-716	Closed	-$278K	–	434
2025 Q4	$278K	Sell	716 -4	-0.6%	-$1.5K	0.04%	298
2025 Q3	$252K	Buy	720 +40	+6%	+$13.8K	0.05%	257
2025 Q2	$226K	Buy	+680	New	+$194K	0.06%	232
2021 Q1	–	Sell	-420	Closed	-$105K	–	784
2020 Q4	$105K	Buy	+420	New	+$103K	0.06%	143

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

Childress Capital Advisors's ROK Position: Q1 2026 in Review

Childress Capital Advisors sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 716 shares — an estimated $278K sold.

Childress Capital Advisors first reported a position in ROK in Q4 2020 and held it in 4 quarters. The position peaked at $278K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Childress Capital Advisors reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
Childress Capital Advisors sold 716 Rockwell Automation shares in Q1 2026, an estimated $278K.
Childress Capital Advisors first reported a position in Rockwell Automation in Q4 2020 and held it in 4 quarters.
Childress Capital Advisors's Rockwell Automation position peaked at $278K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Childress Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.