HSBC Holdings
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HSBC Holdings’s Rockwell Automation ROK Stock Holding History

HSBC Holdings’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
2023
Q4 		– Sell
-996
Closed -$285K – 2887
2023
Q3 		$285K Buy
+996
New +$308K ﹤0.01% 2244
2019
Q4 		– Sell
-13,000
Closed -$2.14M – 3161
2019
Q3 		$2.14M Hold
13,000
– – ﹤0.01% 1564
2019
Q2 		$2.13M Buy
+13,000
New +$2.2M ﹤0.01% 1501

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

HSBC Holdings's ROK Position: Q1 2026 in Review

HSBC Holdings increased its Rockwell Automation (ROK) stake by 48% in Q1 2026, buying an estimated $52.1M and bringing the position to 406,586 shares worth $146M. The position accounts for 0.08% of the portfolio, ranked #253.

HSBC Holdings first reported a position in ROK in Q2 2013 and has held it in 52 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • HSBC Holdings held 406,586 shares of Rockwell Automation worth $146M as of Q1 2026.
  • HSBC Holdings bought 132,074 Rockwell Automation shares in Q1 2026, an estimated $52.1M.
  • Rockwell Automation made up 0.08% of HSBC Holdings's portfolio in Q1 2026, its #253 holding.
  • HSBC Holdings first reported a position in Rockwell Automation in Q2 2013 and has held it in 52 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.