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Hillsdale Investment Management’s Rockwell Automation ROK Stock Holding History

Hillsdale Investment Management’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 		$17.9K Sell
50
-2,570
-98% -$1.01M ﹤0.01% 617
2025
Q4 		$1.02M Sell
2,620
-30
-1% -$11.3K 0.03% 360
2025
Q3 		$926K Buy
+2,650
New +$915K 0.03% 369
2014
Q2 		– Sell
-2,700
Closed -$336K – 585
2014
Q1 		$336K Hold
2,700
– – 0.09% 152
2013
Q4 		$319K Sell
2,700
-200
-7% -$22.2K 0.09% 171
2013
Q3 		$310K Buy
+2,900
New +$283K 0.09% 181

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Hillsdale Investment Management's ROK Position: Q1 2026 in Review

Hillsdale Investment Management reduced its Rockwell Automation (ROK) stake by 98% in Q1 2026, selling an estimated $1.01M and leaving 50 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Hillsdale Investment Management first reported a position in ROK in Q3 2013 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2025. 1,417 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Hillsdale Investment Management held 50 shares of Rockwell Automation worth $17.9K as of Q1 2026.
  • Hillsdale Investment Management sold 2,570 Rockwell Automation shares in Q1 2026, an estimated $1.01M.
  • Rockwell Automation made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #617 holding.
  • Hillsdale Investment Management first reported a position in Rockwell Automation in Q3 2013 and has held it in 6 quarters since.
  • Hillsdale Investment Management's Rockwell Automation position peaked at $1.02M in Q4 2025.
  • 1,417 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.