First Foundation Advisors’s Rockwell Automation ROK Stock Holding History

First Foundation Advisors’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	$1M	Sell	2,790 -405	-13%	-$160K	0.04%	181
2025 Q4	$1.24M	Buy	3,195 +18	+0.6%	+$6.77K	0.05%	162
2025 Q3	$1.11M	Buy	3,177 +20	+0.6%	+$6.91K	0.04%	175
2025 Q2	$1.05M	Buy	3,157 +3	+0.1%	+$855	0.04%	184
2025 Q1	$815K	Sell	3,154 -6	-0.2%	-$1.67K	0.03%	184
2024 Q4	$903K	Sell	3,160 -63	-2%	-$17.7K	0.03%	181
2024 Q3	$865K	Sell	3,223 -207	-6%	-$55K	0.03%	181
2024 Q2	$944K	Buy	3,430 +3	+0.1%	+$810	0.04%	170
2024 Q1	$998K	Sell	3,427 -423	-11%	-$122K	0.04%	170
2023 Q4	$1.2M	Sell	3,850 -1,339	-26%	-$375K	0.05%	158
2023 Q3	$1.48M	Sell	5,189 -29	-0.6%	-$8.97K	0.07%	144
2023 Q2	$1.72M	Sell	5,218 -35	-0.7%	-$10.1K	0.07%	143
2023 Q1	$1.54M	Sell	5,253 -395	-7%	-$112K	0.07%	143
2022 Q4	$1.45M	Sell	5,648 -197	-3%	-$49.5K	0.07%	151
2022 Q3	$1.26M	Sell	5,845 -831	-12%	-$194K	0.06%	152
2022 Q2	$1.33M	Sell	6,676 -5	-0.1%	-$1.13K	0.06%	157
2022 Q1	$1.87M	Sell	6,681 -435	-6%	-$125K	0.07%	141
2021 Q4	$2.48M	Buy	7,116 +1,536	+28%	+$509K	0.09%	118
2021 Q3	$1.64M	Buy	5,580 +124	+2%	+$38.1K	0.06%	153
2021 Q2	$1.56M	Buy	5,456 +1,344	+33%	+$362K	0.06%	165
2021 Q1	$1.09M	Buy	4,112 +133	+3%	+$33.9K	0.05%	192
2020 Q4	$998K	Sell	3,979 -180	-4%	-$44K	0.04%	192
2020 Q3	$918K	Buy	4,159 +224	+6%	+$50K	0.04%	184
2020 Q2	$838K	Sell	3,935 -232	-6%	-$44.9K	0.04%	185
2020 Q1	$629K	Buy	4,167 +537	+15%	+$99.5K	0.04%	202
2019 Q4	$736K	Buy	3,630 +916	+34%	+$170K	0.04%	203
2019 Q3	$447K	Hold	2,714	–	–	0.02%	238
2019 Q2	$445K	Buy	2,714 +5	+0.2%	+$845	0.02%	237
2019 Q1	$475K	Sell	2,709 -74	-3%	-$12.6K	0.03%	224
2018 Q4	$419K	Hold	2,783	–	–	0.03%	283
2018 Q3	$522K	Sell	2,783 -30	-1%	-$5.37K	0.03%	227
2018 Q2	$468K	Hold	2,813	–	–	0.03%	218
2018 Q1	$490K	Sell	2,813 -254	-8%	-$48.2K	0.03%	213
2017 Q4	$602K	Hold	3,067	–	–	0.03%	213
2017 Q3	$547K	Buy	3,067 +1	+0%	+$166	0.03%	195
2017 Q2	$497K	Hold	3,066	–	–	0.03%	200
2017 Q1	$477K	Buy	3,066 +33	+1%	+$4.93K	0.03%	212
2016 Q4	$408K	Hold	3,033	–	–	0.03%	222
2016 Q3	$371K	Sell	3,033 -215	-7%	-$25.1K	0.03%	224
2016 Q2	$373K	Hold	3,248	–	–	0.03%	223
2016 Q1	$369K	Hold	3,248	–	–	0.03%	205
2015 Q4	$333K	Hold	3,248	–	–	0.02%	211
2015 Q3	$330K	Sell	3,248 -1,189	-27%	-$135K	0.03%	181
2015 Q2	$553K	Hold	4,437	–	–	0.04%	145
2015 Q1	$515K	Hold	4,437	–	–	0.04%	145
2014 Q4	$493K	Hold	4,437	–	–	0.04%	149
2014 Q3	$488K	Buy	4,437 +215	+5%	+$25.3K	0.05%	142
2014 Q2	$528K	Buy	+4,222	New	+$520K	0.06%	125

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 Foundation Advisors's ROK Position: Q1 2026 in Review

First Foundation Advisors reduced its Rockwell Automation (ROK) stake by 13% in Q1 2026, selling an estimated $160K and leaving 2,790 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #181.

First Foundation Advisors first reported a position in ROK in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.48M in Q4 2021. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

First Foundation Advisors held 2,790 shares of Rockwell Automation worth $1M as of Q1 2026.
First Foundation Advisors sold 405 Rockwell Automation shares in Q1 2026, an estimated $160K.
Rockwell Automation made up 0.04% of First Foundation Advisors's portfolio in Q1 2026, its #181 holding.
First Foundation Advisors first reported a position in Rockwell Automation in Q2 2014 and has held it in 48 quarters since.
First Foundation Advisors's Rockwell Automation position peaked at $2.48M in Q4 2021.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.