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Fairview Capital Investment Management’s Rockwell Automation ROK Stock Holding History

Fairview Capital 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 		$220K Buy
614
+41
+7% +$16.2K 0.01% 184
2025
Q4 		$223K Hold
573
– – 0.01% 165
2025
Q3 		$200K Buy
+573
New +$198K 0.01% 175

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

Fairview Capital Investment Management's ROK Position: Q1 2026 in Review

Fairview Capital Investment Management increased its Rockwell Automation (ROK) stake by 7.2% in Q1 2026, buying an estimated $16.2K and bringing the position to 614 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #184.

Fairview Capital Investment Management first reported a position in ROK in Q3 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Fairview Capital Investment Management held 614 shares of Rockwell Automation worth $220K as of Q1 2026.
  • Fairview Capital Investment Management bought 41 Rockwell Automation shares in Q1 2026, an estimated $16.2K.
  • Rockwell Automation made up 0.01% of Fairview Capital Investment Management's portfolio in Q1 2026, its #184 holding.
  • Fairview Capital Investment Management first reported a position in Rockwell Automation in Q3 2025 and has held it in 3 quarters since.
  • Fairview Capital Investment Management's Rockwell Automation position peaked at $223K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Fairview Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.