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Concurrent Investment Advisors’s Rockwell Automation ROK Stock Holding History

Concurrent Investment 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 		$1.64M Buy
4,560
+749
+20% +$296K 0.02% 685
2025
Q4 		$1.48M Buy
3,811
+1,448
+61% +$544K 0.02% 680
2025
Q3 		$826K Buy
2,363
+131
+6% +$45.2K 0.01% 714
2025
Q2 		$741K Buy
2,232
+1,270
+132% +$362K 0.01% 696
2025
Q1 		$249K Sell
962
-12
-1% -$3.34K 0.01% 1017
2024
Q4 		$278K Sell
974
-11
-1% -$3.09K 0.01% 861
2024
Q3 		$265K Sell
985
-5
-0.5% -$1.33K 0.01% 831
2024
Q2 		$272K Buy
990
+44
+5% +$11.9K 0.01% 772
2024
Q1 		$276K Sell
946
-346
-27% -$99.7K 0.01% 695
2023
Q4 		$401K Buy
+1,292
New +$362K 0.02% 549

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

Concurrent Investment Advisors's ROK Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Rockwell Automation (ROK) stake by 20% in Q1 2026, buying an estimated $296K and bringing the position to 4,560 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #685.

Concurrent Investment Advisors first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Concurrent Investment Advisors held 4,560 shares of Rockwell Automation worth $1.64M as of Q1 2026.
  • Concurrent Investment Advisors bought 749 Rockwell Automation shares in Q1 2026, an estimated $296K.
  • Rockwell Automation made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #685 holding.
  • Concurrent Investment Advisors first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.