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Ingalls & Snyder LLC’s Rockwell Automation ROK Stock Holding History

Ingalls & Snyder LLC’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 		– Sell
-554
Closed -$216K – 486
2025
Q4 		$216K Buy
+554
New +$208K 0.01% 432
2024
Q1 		– Sell
-680
Closed -$211K – 462
2023
Q4 		$211K Buy
+680
New +$191K 0.01% 396

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

Ingalls & Snyder LLC's ROK Position: Q1 2026 in Review

Ingalls & Snyder LLC sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 554 shares — an estimated $216K sold.

Ingalls & Snyder LLC first reported a position in ROK in Q4 2023 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Ingalls & Snyder LLC reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 554 Rockwell Automation shares in Q1 2026, an estimated $216K.
  • Ingalls & Snyder LLC first reported a position in Rockwell Automation in Q4 2023 and held it in 2 quarters.
  • Ingalls & Snyder LLC's Rockwell Automation position peaked at $216K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.