Elo Mutual Pension Insurance’s Rockwell Automation ROK Stock Holding History

Elo Mutual Pension Insurance’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	$5.41M	Buy	+15,066	New	+$5.95M	0.09%	186
2025 Q4	–	Sell	-15,037	Closed	-$5.26M	–	702
2025 Q3	$5.26M	Buy	+15,037	New	+$5.19M	0.09%	190
2025 Q2	–	Sell	-11,369	Closed	-$2.94M	–	687
2025 Q1	$2.94M	Buy	11,369 +923	+9%	+$257K	0.07%	237
2024 Q4	$2.99M	Buy	10,446 +380	+4%	+$107K	0.06%	278
2024 Q3	$2.7M	Buy	+10,066	New	+$2.67M	0.06%	278
2024 Q2	–	Sell	-10,460	Closed	-$3.05M	–	481
2024 Q1	$3.05M	Buy	10,460 +432	+4%	+$124K	0.07%	250
2023 Q4	$3.11M	Buy	+10,028	New	+$2.81M	0.08%	223

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

Elo Mutual Pension Insurance's ROK Position: Q1 2026 in Review

Elo Mutual Pension Insurance opened a new position in Rockwell Automation (ROK) in Q1 2026: 15,066 shares worth $5.41M. The stake represents 0.09% of the portfolio and ranks #186 among its holdings. This is a return to the name: Elo Mutual Pension Insurance previously reported a position in ROK as recently as Q3 2025.

Elo Mutual Pension Insurance first reported a position in ROK in Q4 2023 and has held it in 7 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Elo Mutual Pension Insurance held 15,066 shares of Rockwell Automation worth $5.41M as of Q1 2026.
Rockwell Automation was a new Elo Mutual Pension Insurance position in Q1 2026.
Rockwell Automation made up 0.09% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #186 holding.
Elo Mutual Pension Insurance first reported a position in Rockwell Automation in Q4 2023 and has held it in 7 quarters since.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.