CI
ROK icon

Corient IA’s Rockwell Automation ROK Stock Holding History

Corient IA’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 		$438K Sell
1,220
-280
-19% -$110K 0.41% 78
2025
Q4 		$584K Hold
1,500
– – 0.55% 51
2025
Q3 		$524K Hold
1,500
– – 0.39% 87
2025
Q2 		$498K Hold
1,500
– – 0.29% 117
2025
Q1 		$388K Buy
+1,500
New +$417K 0.28% 147

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

Corient IA's ROK Position: Q1 2026 in Review

Corient IA reduced its Rockwell Automation (ROK) stake by 19% in Q1 2026, selling an estimated $110K and leaving 1,220 shares worth $438K. The position accounts for 0.41% of the portfolio, ranked #78.

Corient IA first reported a position in ROK in Q1 2025 and has held it in 5 quarters since. The position peaked at $584K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Corient IA held 1,220 shares of Rockwell Automation worth $438K as of Q1 2026.
  • Corient IA sold 280 Rockwell Automation shares in Q1 2026, an estimated $110K.
  • Rockwell Automation made up 0.41% of Corient IA's portfolio in Q1 2026, its #78 holding.
  • Corient IA first reported a position in Rockwell Automation in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's Rockwell Automation position peaked at $584K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.