eCIO Inc’s Rockwell Automation ROK Stock Holding History

eCIO Inc’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	–	Sell	-223	Closed	-$86.8K	–	147
2025 Q4	$86.8K	Buy	+223	New	+$83.8K	0.04%	95
2025 Q2	–	Sell	-293	Closed	-$75.7K	–	158
2025 Q1	$75.7K	Buy	+293	New	+$81.6K	0.03%	185

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

eCIO Inc's ROK Position: Q1 2026 in Review

eCIO Inc sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 223 shares — an estimated $86.8K sold.

eCIO Inc first reported a position in ROK in Q1 2025 and held it in 2 quarters. The position peaked at $86.8K in Q4 2025. 1,422 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

eCIO Inc reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
eCIO Inc sold 223 Rockwell Automation shares in Q1 2026, an estimated $86.8K.
eCIO Inc first reported a position in Rockwell Automation in Q1 2025 and held it in 2 quarters.
eCIO Inc's Rockwell Automation position peaked at $86.8K in Q4 2025.
1,422 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on eCIO Inc's 13F filing for Q1 2026, filed 14 Apr 2026.