Creative Financial Designs’s Rockwell Automation ROK Stock Holding History

Creative Financial Designs’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	$3.96K	Sell	11 -10	-48%	-$3.95K	﹤0.01%	1638
2025 Q4	$8.18K	Hold	21	–	–	﹤0.01%	1401
2025 Q3	$7.35K	Hold	21	–	–	﹤0.01%	1436
2025 Q2	$6.98K	Buy	21 +2	+11%	+$570	﹤0.01%	1438
2025 Q1	$4.91K	Buy	19 +9	+90%	+$2.5K	﹤0.01%	1496
2024 Q4	$2.86K	Hold	10	–	–	﹤0.01%	1536
2024 Q3	$2.69K	Hold	10	–	–	﹤0.01%	1496
2024 Q2	$2.75K	Sell	10 -20	-67%	-$5.4K	﹤0.01%	1439
2024 Q1	$8.86K	Buy	30 +10	+50%	+$2.88K	﹤0.01%	1177
2023 Q4	$6.31K	Hold	20	–	–	﹤0.01%	1212
2023 Q3	$5.79K	Sell	20 -20	-50%	-$6.18K	﹤0.01%	1153
2023 Q2	$13.2K	Hold	40	–	–	﹤0.01%	939
2023 Q1	$11.7K	Hold	40	–	–	﹤0.01%	921
2022 Q4	$10.3K	Hold	40	–	–	﹤0.01%	893
2022 Q3	$9K	Buy	40 +1	+3%	+$233	﹤0.01%	918
2022 Q2	$8K	Hold	39	–	–	﹤0.01%	920
2022 Q1	$11K	Hold	39	–	–	﹤0.01%	892
2021 Q4	$14K	Hold	39	–	–	﹤0.01%	838
2021 Q3	$11K	Buy	+39	New	+$12K	﹤0.01%	1000
2020 Q4	–	Sell	-23	Closed	-$5K	–	1287
2020 Q3	$5K	Hold	23	–	–	﹤0.01%	940
2020 Q2	$5K	Buy	+23	New	+$4.45K	﹤0.01%	878
2018 Q1	–	Sell	-35	Closed	-$7K	–	742
2017 Q4	$7K	Buy	35 +23	+192%	+$4.38K	﹤0.01%	463
2017 Q3	$2K	Hold	12	–	–	﹤0.01%	644
2017 Q2	$2K	Buy	+12	New	+$1.89K	﹤0.01%	655

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Financial Designs's ROK Position: Q1 2026 in Review

Creative Financial Designs reduced its Rockwell Automation (ROK) stake by 48% in Q1 2026, selling an estimated $3.95K and leaving 11 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Creative Financial Designs first reported a position in ROK in Q2 2017 and has held it in 24 quarters since. The position peaked at $14K in Q4 2021. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Creative Financial Designs held 11 shares of Rockwell Automation worth $3.96K as of Q1 2026.
Creative Financial Designs sold 10 Rockwell Automation shares in Q1 2026, an estimated $3.95K.
Rockwell Automation made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1638 holding.
Creative Financial Designs first reported a position in Rockwell Automation in Q2 2017 and has held it in 24 quarters since.
Creative Financial Designs's Rockwell Automation position peaked at $14K in Q4 2021.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.