First Command Advisory Services’s Rockwell Automation ROK Stock Holding History

First Command Advisory 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	$202K	Buy	562 +6	+1%	+$2.37K	﹤0.01%	195
2025 Q4	$216K	Buy	556 +213	+62%	+$80.1K	﹤0.01%	173
2025 Q3	$120K	Hold	343	–	–	﹤0.01%	221
2025 Q2	$114K	Hold	343	–	–	﹤0.01%	213
2025 Q1	$88.6K	Hold	343	–	–	﹤0.01%	232
2024 Q4	$98K	Hold	343	–	–	﹤0.01%	222
2024 Q3	$92.1K	Hold	343	–	–	﹤0.01%	237
2024 Q2	$94.4K	Hold	343	–	–	﹤0.01%	215
2024 Q1	$99.9K	Hold	343	–	–	﹤0.01%	206
2023 Q4	$106K	Sell	343 -10	-3%	-$2.8K	﹤0.01%	189
2023 Q3	$101K	Buy	+353	New	+$109K	﹤0.01%	193

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 Command Advisory Services's ROK Position: Q1 2026 in Review

First Command Advisory Services increased its Rockwell Automation (ROK) stake by 1.1% in Q1 2026, buying an estimated $2.37K and bringing the position to 562 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

First Command Advisory Services first reported a position in ROK in Q3 2023 and has held it in 11 quarters since. The position peaked at $216K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

First Command Advisory Services held 562 shares of Rockwell Automation worth $202K as of Q1 2026.
First Command Advisory Services bought 6 Rockwell Automation shares in Q1 2026, an estimated $2.37K.
Rockwell Automation made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #195 holding.
First Command Advisory Services first reported a position in Rockwell Automation in Q3 2023 and has held it in 11 quarters since.
First Command Advisory Services's Rockwell Automation position peaked at $216K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.