Foundations Investment Advisors’s Rockwell Automation ROK Stock Holding History

Foundations Investment 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	$416K	Sell	1,159 -8	-0.7%	-$3.16K	0.01%	772
2025 Q4	$454K	Buy	+1,167	New	+$439K	0.01%	745
2023 Q4	–	Sell	-2,240	Closed	-$640K	–	717
2023 Q3	$640K	Sell	2,240 -59	-3%	-$18.2K	0.02%	346
2023 Q2	$757K	Buy	2,299 +229	+11%	+$66.1K	0.03%	298
2023 Q1	$607K	Buy	2,070 +10	+0.5%	+$2.84K	0.02%	296
2022 Q4	$531K	Sell	2,060 -8	-0.4%	-$2.01K	0.02%	270
2022 Q3	$445K	Sell	2,068 -882	-30%	-$206K	0.02%	269
2022 Q2	$592K	Buy	2,950 +904	+44%	+$204K	0.02%	202
2022 Q1	$535K	Buy	2,046 +8	+0.4%	+$2.3K	0.02%	182
2021 Q4	$683K	Buy	+2,038	New	+$675K	0.03%	163

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

Foundations Investment Advisors's ROK Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Rockwell Automation (ROK) stake by 0.69% in Q1 2026, selling an estimated $3.16K and leaving 1,159 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #772.

Foundations Investment Advisors first reported a position in ROK in Q4 2021 and has held it in 10 quarters since. The position peaked at $757K in Q2 2023. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Foundations Investment Advisors held 1,159 shares of Rockwell Automation worth $416K as of Q1 2026.
Foundations Investment Advisors sold 8 Rockwell Automation shares in Q1 2026, an estimated $3.16K.
Rockwell Automation made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #772 holding.
Foundations Investment Advisors first reported a position in Rockwell Automation in Q4 2021 and has held it in 10 quarters since.
Foundations Investment Advisors's Rockwell Automation position peaked at $757K in Q2 2023.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.