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Frank Rimerman Advisors’s Rockwell Automation ROK Stock Holding History

Frank Rimerman 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 		$480K Sell
1,338
-5
-0.4% -$1.97K 0.03% 391
2025
Q4 		$523K Buy
1,343
+12
+0.9% +$4.51K 0.03% 375
2025
Q3 		$465K Buy
1,331
+6
+0.5% +$2.07K 0.03% 386
2025
Q2 		$440K Sell
1,325
-100
-7% -$28.5K 0.03% 369
2025
Q1 		$368K Sell
1,425
-54
-4% -$15K 0.03% 370
2024
Q4 		$423K Buy
1,479
+32
+2% +$9K 0.03% 341
2024
Q3 		$388K Sell
1,447
-12
-0.8% -$3.19K 0.03% 374
2024
Q2 		$402K Buy
1,459
+1,453
+24,217% +$392K 0.03% 385
2024
Q1 		$1.75K Hold
6
– – ﹤0.01% 290
2023
Q4 		$1.86K Buy
+6
New +$1.68K ﹤0.01% 270

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

Frank Rimerman Advisors's ROK Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Rockwell Automation (ROK) stake by 0.37% in Q1 2026, selling an estimated $1.97K and leaving 1,338 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #391.

Frank Rimerman Advisors first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. The position peaked at $523K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Frank Rimerman Advisors held 1,338 shares of Rockwell Automation worth $480K as of Q1 2026.
  • Frank Rimerman Advisors sold 5 Rockwell Automation shares in Q1 2026, an estimated $1.97K.
  • Rockwell Automation made up 0.03% of Frank Rimerman Advisors's portfolio in Q1 2026, its #391 holding.
  • Frank Rimerman Advisors first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
  • Frank Rimerman Advisors's Rockwell Automation position peaked at $523K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.