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Essex Investment Management’s Rockwell Automation ROK Stock Holding History

Essex Investment Management’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 		$25.1K Hold
70
– – ﹤0.01% 286
2025
Q4 		$27.2K Hold
70
– – ﹤0.01% 285
2025
Q3 		$24.5K Hold
70
– – ﹤0.01% 279
2025
Q2 		$23.3K Hold
70
– – ﹤0.01% 276
2025
Q1 		$18.1K Hold
70
– – ﹤0.01% 286
2024
Q4 		$20K Hold
70
– – ﹤0.01% 286
2024
Q3 		$18.8K Hold
70
– – ﹤0.01% 286
2024
Q2 		$19.3K Sell
70
-20
-22% -$5.4K ﹤0.01% 289
2024
Q1 		$26.2K Hold
90
– – 0.01% 275
2023
Q4 		$27.9K Hold
90
– – 0.01% 280
2023
Q3 		$25.7K Hold
90
– – ﹤0.01% 327
2023
Q2 		$29.7K Hold
90
– – ﹤0.01% 333
2023
Q1 		$26.4K Hold
90
– – ﹤0.01% 341
2022
Q4 		$23K Buy
90
+10
+13% +$2.51K ﹤0.01% 341
2022
Q3 		$17K Hold
80
– – ﹤0.01% 353
2022
Q2 		$16K Hold
80
– – ﹤0.01% 369
2022
Q1 		$22K Hold
80
– – ﹤0.01% 349
2021
Q4 		$28K Hold
80
– – ﹤0.01% 355
2021
Q3 		$24K Hold
80
– – ﹤0.01% 374
2021
Q2 		$23K Hold
80
– – ﹤0.01% 376
2021
Q1 		$21K Buy
80
+19
+31% +$4.84K ﹤0.01% 402
2020
Q4 		$15K Hold
61
– – ﹤0.01% 427
2020
Q3 		$13K Sell
61
-2,362
-97% -$528K ﹤0.01% 427
2020
Q2 		$516K Buy
2,423
+2,231
+1,162% +$432K 0.08% 255
2020
Q1 		$29K Hold
192
– – 0.01% 345
2019
Q4 		$39K Hold
192
– – ﹤0.01% 412
2019
Q3 		$32K Hold
192
– – ﹤0.01% 407
2019
Q2 		$31K Hold
192
– – ﹤0.01% 416
2019
Q1 		$34K Hold
192
– – 0.01% 410
2018
Q4 		$29K Buy
+192
New +$32K ﹤0.01% 416

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Essex Investment Management's ROK Position: Q1 2026 in Review

Essex Investment Management held its Rockwell Automation (ROK) position steady in Q1 2026 at 70 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Essex Investment Management first reported a position in ROK in Q4 2018 and has held it in 30 quarters since. The position peaked at $516K in Q2 2020. 1,417 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Essex Investment Management held 70 shares of Rockwell Automation worth $25.1K as of Q1 2026.
  • Essex Investment Management left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of Essex Investment Management's portfolio in Q1 2026, its #286 holding.
  • Essex Investment Management first reported a position in Rockwell Automation in Q4 2018 and has held it in 30 quarters since.
  • Essex Investment Management's Rockwell Automation position peaked at $516K in Q2 2020.
  • 1,417 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.