Holocene Advisors
ROK icon

Holocene Advisors’s Rockwell Automation ROK Stock Holding History

Holocene 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
2020
Q1 		– Sell
-222,500
Closed -$45.1M – 809
2019
Q4 		$45.1M Buy
+222,500
New +$41.2M 0.4% 84

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

Holocene Advisors's ROK Position: Q1 2026 in Review

Holocene Advisors reduced its Rockwell Automation (ROK) stake by 15% in Q1 2026, selling an estimated $54.4M and leaving 787,779 shares worth $283M. The position accounts for 0.68% of the portfolio, ranked #30.

Holocene Advisors first reported a position in ROK in Q4 2017 and has held it in 13 quarters since. The position peaked at $360M in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Holocene Advisors held 787,779 shares of Rockwell Automation worth $283M as of Q1 2026.
  • Holocene Advisors sold 137,848 Rockwell Automation shares in Q1 2026, an estimated $54.4M.
  • Rockwell Automation made up 0.68% of Holocene Advisors's portfolio in Q1 2026, its #30 holding.
  • Holocene Advisors first reported a position in Rockwell Automation in Q4 2017 and has held it in 13 quarters since.
  • Holocene Advisors's Rockwell Automation position peaked at $360M in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.