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DMC Group’s Rockwell Automation ROK Stock Holding History

DMC Group’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 		$532K Buy
1,481
+135
+10% +$53.3K 0.36% 77
2025
Q4 		$524K Buy
1,346
+226
+20% +$85K 0.35% 82
2025
Q3 		$391K Buy
1,120
+40
+4% +$13.8K 0.27% 95
2025
Q2 		$359K Buy
1,080
+80
+8% +$22.8K 0.28% 94
2025
Q1 		$258K Buy
1,000
+224
+29% +$62.3K 0.21% 106
2024
Q4 		$222K Buy
+776
New +$218K 0.18% 121

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

DMC Group's ROK Position: Q1 2026 in Review

DMC Group increased its Rockwell Automation (ROK) stake by 10% in Q1 2026, buying an estimated $53.3K and bringing the position to 1,481 shares worth $532K. The position accounts for 0.36% of the portfolio, ranked #77.

DMC Group first reported a position in ROK in Q4 2024 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • DMC Group held 1,481 shares of Rockwell Automation worth $532K as of Q1 2026.
  • DMC Group bought 135 Rockwell Automation shares in Q1 2026, an estimated $53.3K.
  • Rockwell Automation made up 0.36% of DMC Group's portfolio in Q1 2026, its #77 holding.
  • DMC Group first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on DMC Group's 13F filing for Q1 2026, filed 30 Apr 2026.