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Coastal Bridge Advisors’s Rockwell Automation ROK Stock Holding History

Coastal Bridge 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 		$297K Buy
827
+154
+23% +$60.8K 0.02% 379
2025
Q4 		$262K Sell
673
-5
-0.7% -$1.88K 0.02% 391
2025
Q3 		$237K Sell
678
-4
-0.6% -$1.38K 0.02% 403
2025
Q2 		$227K Buy
+682
New +$194K 0.02% 398

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

Coastal Bridge Advisors's ROK Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Rockwell Automation (ROK) stake by 23% in Q1 2026, buying an estimated $60.8K and bringing the position to 827 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #379.

Coastal Bridge Advisors first reported a position in ROK in Q2 2025 and has held it in 4 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Coastal Bridge Advisors held 827 shares of Rockwell Automation worth $297K as of Q1 2026.
  • Coastal Bridge Advisors bought 154 Rockwell Automation shares in Q1 2026, an estimated $60.8K.
  • Rockwell Automation made up 0.02% of Coastal Bridge Advisors's portfolio in Q1 2026, its #379 holding.
  • Coastal Bridge Advisors first reported a position in Rockwell Automation in Q2 2025 and has held it in 4 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.