IFS Advisors’s Rockwell Automation ROK Stock Holding History

IFS 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
2026 Q1	$1.79K	Buy	+5	New	+$1.97K	﹤0.01%	182

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IFS Advisors's ROK Position: Q1 2026 in Review

IFS Advisors opened a new position in Rockwell Automation (ROK) in Q1 2026: 5 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #182 among its holdings.

1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

IFS Advisors held 5 shares of Rockwell Automation worth $1.79K as of Q1 2026.
Rockwell Automation was a new IFS Advisors position in Q1 2026.
Rockwell Automation made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #182 holding.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.