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Corda Investment Management’s Rockwell Automation ROK Stock Holding History

Corda Investment Management’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 		$1.07M Sell
2,988
-52
-2% -$20.5K 0.07% 77
2025
Q4 		$1.18M Buy
+3,040
New +$1.14M 0.09% 79

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

Corda Investment Management's ROK Position: Q1 2026 in Review

Corda Investment Management reduced its Rockwell Automation (ROK) stake by 1.7% in Q1 2026, selling an estimated $20.5K and leaving 2,988 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #77.

Corda Investment Management first reported a position in ROK in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.18M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Corda Investment Management held 2,988 shares of Rockwell Automation worth $1.07M as of Q1 2026.
  • Corda Investment Management sold 52 Rockwell Automation shares in Q1 2026, an estimated $20.5K.
  • Rockwell Automation made up 0.07% of Corda Investment Management's portfolio in Q1 2026, its #77 holding.
  • Corda Investment Management first reported a position in Rockwell Automation in Q4 2025 and has held it in 2 quarters since.
  • Corda Investment Management's Rockwell Automation position peaked at $1.18M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Corda Investment Management's 13F filing for Q1 2026, filed 4 May 2026.