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Fieldview Capital Management’s Rockwell Automation ROK Stock Holding History

Fieldview Capital 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 		– Sell
-1,179
Closed -$459K – 685
2025
Q4 		$459K Buy
+1,179
New +$443K 0.08% 287
2025
Q3 		– Sell
-5,317
Closed -$1.77M – 516
2025
Q2 		$1.77M Sell
5,317
-20,911
-80% -$5.96M 0.27% 142
2025
Q1 		$6.78M Buy
26,228
+25,344
+2,867% +$7.05M 0.96% 9
2024
Q4 		$253K Buy
+884
New +$249K 0.04% 378

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fieldview Capital Management's ROK Position: Q1 2026 in Review

Fieldview Capital Management sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 1,179 shares — an estimated $459K sold.

Fieldview Capital Management first reported a position in ROK in Q4 2024 and held it in 4 quarters. The position peaked at $6.78M in Q1 2025. 1,418 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Fieldview Capital Management reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
  • Fieldview Capital Management sold 1,179 Rockwell Automation shares in Q1 2026, an estimated $459K.
  • Fieldview Capital Management first reported a position in Rockwell Automation in Q4 2024 and held it in 4 quarters.
  • Fieldview Capital Management's Rockwell Automation position peaked at $6.78M in Q1 2025.
  • 1,418 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Fieldview Capital Management's 13F filing for Q1 2026, filed 14 May 2026.