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Coppell Advisory Solutions’s Rockwell Automation ROK Stock Holding History

Coppell Advisory Solutions’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
-2,310
Closed -$909K – 279
2025
Q4 		$909K Buy
2,310
+13
+0.6% +$4.89K 0.09% 179
2025
Q3 		$791K Hold
2,297
– – 0.08% 190
2025
Q2 		$758K Hold
2,297
– – 0.09% 182
2025
Q1 		$569K Buy
2,297
+3
+0.1% +$835 0.08% 194
2024
Q4 		$655K Hold
2,294
– – 0.09% 148
2024
Q3 		$621K Sell
2,294
-54
-2% -$14.3K 0.09% 152
2024
Q2 		$646K Buy
+2,348
New +$634K 0.11% 138
2023
Q4 		$726K Buy
2,339
+2,078
+796% +$582K 0.14% 133
2023
Q3 		$67.2K Sell
261
-142
-35% -$43.9K 0.02% 260
2023
Q2 		$132K Buy
+403
New +$116K 0.04% 234
2023
Q1 		– Sell
-261
Closed -$67.2K – 880
2022
Q4 		$67.2K Buy
+261
New +$65.5K 0.02% 266

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

Coppell Advisory Solutions's ROK Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 2,310 shares — an estimated $909K sold.

Coppell Advisory Solutions first reported a position in ROK in Q4 2022 and held it in 11 quarters. The position peaked at $909K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,310 Rockwell Automation shares in Q1 2026, an estimated $909K.
  • Coppell Advisory Solutions first reported a position in Rockwell Automation in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's Rockwell Automation position peaked at $909K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.