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Hoge Financial Services’s Rockwell Automation ROK Stock Holding History

Hoge Financial Services’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 		$794K Buy
2,212
+10
+0.5% +$3.95K 0.42% 29
2025
Q4 		$857K Buy
2,202
+9
+0.4% +$3.38K 0.46% 26
2025
Q3 		$767K Buy
2,193
+10
+0.5% +$3.45K 0.44% 28
2025
Q2 		$725K Sell
2,183
-19
-0.9% -$5.41K 0.45% 25
2025
Q1 		$569K Sell
2,202
-13
-0.6% -$3.62K 0.4% 31
2024
Q4 		$633K Sell
2,215
-16
-0.7% -$4.5K 0.46% 27
2024
Q3 		$599K Sell
2,231
-218
-9% -$57.9K 0.45% 25
2024
Q2 		$674K Sell
2,449
-4
-0.2% -$1.08K 0.55% 22
2024
Q1 		$715K Buy
2,453
+75
+3% +$21.6K 0.58% 22
2023
Q4 		$738K Buy
+2,378
New +$666K 0.74% 18

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

Hoge Financial Services's ROK Position: Q1 2026 in Review

Hoge Financial Services increased its Rockwell Automation (ROK) stake by 0.45% in Q1 2026, buying an estimated $3.95K and bringing the position to 2,212 shares worth $794K. The position accounts for 0.42% of the portfolio, ranked #29.

Hoge Financial Services first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. The position peaked at $857K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Hoge Financial Services held 2,212 shares of Rockwell Automation worth $794K as of Q1 2026.
  • Hoge Financial Services bought 10 Rockwell Automation shares in Q1 2026, an estimated $3.95K.
  • Rockwell Automation made up 0.42% of Hoge Financial Services's portfolio in Q1 2026, its #29 holding.
  • Hoge Financial Services first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
  • Hoge Financial Services's Rockwell Automation position peaked at $857K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.