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Financial Consulate’s Rockwell Automation ROK Stock Holding History

Financial Consulate’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 		$359 Buy
+1
New +$395 ﹤0.01% 1322

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

Financial Consulate's ROK Position: Q1 2026 in Review

Financial Consulate opened a new position in Rockwell Automation (ROK) in Q1 2026: 1 share worth $359. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings.

1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Financial Consulate held 1 share of Rockwell Automation worth $359 as of Q1 2026.
  • Rockwell Automation was a new Financial Consulate position in Q1 2026.
  • Rockwell Automation made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1322 holding.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.