HighTower Advisors
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HighTower Advisors’s Rockwell Automation ROK Stock Holding History

HighTower 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
2025
Q2 		– Sell
-200
Closed -$2.97K – 3940
2025
Q1 		$2.97K Buy
200
+100
+100% +$27.8K ﹤0.01% 3612
2024
Q4 		$3.16K Buy
+100
New +$28.1K ﹤0.01% 3654
2013
Q4 		– Sell
-1,393,900
Closed -$1.47M – 1598
2013
Q3 		$1.47M Buy
+1,393,900
New +$136M 0.04% 507

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

HighTower Advisors's ROK Position: Q1 2026 in Review

HighTower Advisors increased its Rockwell Automation (ROK) stake by 23% in Q1 2026, buying an estimated $12.3M and bringing the position to 168,297 shares worth $60.4M. The position accounts for 0.06% of the portfolio, ranked #307.

HighTower Advisors first reported a position in ROK in Q2 2013 and has held it in 51 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • HighTower Advisors held 168,297 shares of Rockwell Automation worth $60.4M as of Q1 2026.
  • HighTower Advisors bought 31,053 Rockwell Automation shares in Q1 2026, an estimated $12.3M.
  • Rockwell Automation made up 0.06% of HighTower Advisors's portfolio in Q1 2026, its #307 holding.
  • HighTower Advisors first reported a position in Rockwell Automation in Q2 2013 and has held it in 51 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.