First Business Financial Services’s Rockwell Automation ROK Stock Holding History

First Business Financial Services’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	$235K	Buy	655 +7	+1%	+$2.76K	0.02%	167
2025 Q4	$252K	Sell	648 -219	-25%	-$82.3K	0.02%	159
2025 Q3	$303K	Hold	867	–	–	0.03%	158
2025 Q2	$288K	Hold	867	–	–	0.03%	160
2025 Q1	$224K	Hold	867	–	–	0.02%	159
2024 Q4	$248K	Hold	867	–	–	0.02%	152
2024 Q3	$233K	Hold	867	–	–	0.02%	149
2024 Q2	$239K	Hold	867	–	–	0.03%	143
2024 Q1	$253K	Hold	867	–	–	0.03%	144
2023 Q4	$269K	Hold	867	–	–	0.03%	141
2023 Q3	$248K	Hold	867	–	–	0.03%	146
2023 Q2	$286K	Hold	867	–	–	0.04%	139
2023 Q1	$254K	Hold	867	–	–	0.03%	146
2022 Q4	$223K	Buy	+867	New	+$218K	0.03%	154

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

First Business Financial Services's ROK Position: Q1 2026 in Review

First Business Financial Services increased its Rockwell Automation (ROK) stake by 1.1% in Q1 2026, buying an estimated $2.76K and bringing the position to 655 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #167.

First Business Financial Services first reported a position in ROK in Q4 2022 and has held it in 14 quarters since. The position peaked at $303K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

First Business Financial Services held 655 shares of Rockwell Automation worth $235K as of Q1 2026.
First Business Financial Services bought 7 Rockwell Automation shares in Q1 2026, an estimated $2.76K.
Rockwell Automation made up 0.02% of First Business Financial Services's portfolio in Q1 2026, its #167 holding.
First Business Financial Services first reported a position in Rockwell Automation in Q4 2022 and has held it in 14 quarters since.
First Business Financial Services's Rockwell Automation position peaked at $303K in Q3 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.