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GLOBALT Investments’s Rockwell Automation ROK Stock Holding History

GLOBALT Investments’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 		$596K Buy
1,662
+50
+3% +$19.7K 0.02% 172
2025
Q4 		$627K Buy
1,612
+247
+18% +$92.8K 0.02% 159
2025
Q3 		$477K Sell
1,365
-125
-8% -$43.2K 0.02% 173
2025
Q2 		$495K Sell
1,490
-68
-4% -$19.4K 0.02% 178
2025
Q1 		$403K Sell
1,558
-560
-26% -$156K 0.02% 184
2024
Q4 		$605K Hold
2,118
– – 0.02% 168
2024
Q3 		$569K Hold
2,118
– – 0.02% 173
2024
Q2 		$583K Hold
2,118
– – 0.02% 171
2024
Q1 		$617K Sell
2,118
-80
-4% -$23K 0.02% 171
2023
Q4 		$682K Buy
+2,198
New +$616K 0.03% 166

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

GLOBALT Investments's ROK Position: Q1 2026 in Review

GLOBALT Investments increased its Rockwell Automation (ROK) stake by 3.1% in Q1 2026, buying an estimated $19.7K and bringing the position to 1,662 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #172.

GLOBALT Investments first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. The position peaked at $682K in Q4 2023. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • GLOBALT Investments held 1,662 shares of Rockwell Automation worth $596K as of Q1 2026.
  • GLOBALT Investments bought 50 Rockwell Automation shares in Q1 2026, an estimated $19.7K.
  • Rockwell Automation made up 0.02% of GLOBALT Investments's portfolio in Q1 2026, its #172 holding.
  • GLOBALT Investments first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's Rockwell Automation position peaked at $682K in Q4 2023.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.