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Deseret Mutual Benefit Administrators’s Rockwell Automation ROK Stock Holding History

Deseret Mutual Benefit Administrators’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 		$66K Buy
184
+82
+80% +$32.4K 0.02% 356
2025
Q4 		$39.7K Sell
102
-23
-18% -$8.65K 0.02% 357
2025
Q3 		$43.7K Hold
125
– – 0.02% 330
2025
Q2 		$41.5K Hold
125
– – 0.02% 326
2025
Q1 		$32.3K Hold
125
– – 0.02% 360
2024
Q4 		$35.7K Buy
125
+18
+17% +$5.06K 0.02% 344
2024
Q3 		$28.7K Hold
107
– – 0.01% 374
2024
Q2 		$29.5K Hold
107
– – 0.01% 370
2024
Q1 		$31.2K Hold
107
– – 0.02% 364
2023
Q4 		$33.2K Sell
107
-31
-22% -$8.69K 0.02% 338
2023
Q3 		$39.5K Sell
138
-29
-17% -$8.97K 0.02% 332
2023
Q2 		$55K Sell
167
-3
-2% -$866 0.02% 299
2023
Q1 		$49.9K Hold
170
– – 0.02% 307
2022
Q4 		$43.8K Sell
170
-476
-74% -$119K 0.02% 323
2022
Q3 		$139K Sell
646
-626
-49% -$146K 0.04% 242
2022
Q2 		$254K Sell
1,272
-271
-18% -$61.2K 0.06% 202
2022
Q1 		$432K Sell
1,543
-643
-29% -$185K 0.09% 152
2021
Q4 		$763K Buy
2,186
+51
+2% +$16.9K 0.13% 115
2021
Q3 		$628K Buy
2,135
+1,666
+355% +$511K 0.12% 120
2021
Q2 		$134K Buy
+469
New +$126K 0.03% 295

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

Deseret Mutual Benefit Administrators's ROK Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Rockwell Automation (ROK) stake by 80% in Q1 2026, buying an estimated $32.4K and bringing the position to 184 shares worth $66K. The position accounts for 0.02% of the portfolio, ranked #356.

Deseret Mutual Benefit Administrators first reported a position in ROK in Q2 2021 and has held it in 20 quarters since. The position peaked at $763K in Q4 2021. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Deseret Mutual Benefit Administrators held 184 shares of Rockwell Automation worth $66K as of Q1 2026.
  • Deseret Mutual Benefit Administrators bought 82 Rockwell Automation shares in Q1 2026, an estimated $32.4K.
  • Rockwell Automation made up 0.02% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #356 holding.
  • Deseret Mutual Benefit Administrators first reported a position in Rockwell Automation in Q2 2021 and has held it in 20 quarters since.
  • Deseret Mutual Benefit Administrators's Rockwell Automation position peaked at $763K in Q4 2021.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.