HIA
ROK icon

HFM Investment Advisors’s Rockwell Automation ROK Stock Holding History

HFM 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 		$578K Sell
1,611
-1
-0.1% -$395 0.22% 16
2025
Q4 		$627K Buy
1,612
+1
+0.1% +$376 0.25% 15
2025
Q3 		$563K Sell
1,611
-2
-0.1% -$691 0.23% 15
2025
Q2 		$536K Buy
1,613
+3
+0.2% +$855 0.24% 15
2025
Q1 		$416K Buy
+1,610
New +$448K 0.2% 15

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

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

HFM Investment Advisors reduced its Rockwell Automation (ROK) stake by 0.06% in Q1 2026, selling an estimated $395 and leaving 1,611 shares worth $578K. The position accounts for 0.22% of the portfolio, ranked #16.

HFM Investment Advisors first reported a position in ROK in Q1 2025 and has held it in 5 quarters since. The position peaked at $627K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • HFM Investment Advisors held 1,611 shares of Rockwell Automation worth $578K as of Q1 2026.
  • HFM Investment Advisors sold 1 Rockwell Automation share in Q1 2026, an estimated $395.
  • Rockwell Automation made up 0.22% of HFM Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • HFM Investment Advisors first reported a position in Rockwell Automation in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Rockwell Automation position peaked at $627K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.