Ingalls & Snyder LLC
ROK icon

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
Q3 		$235K Hold
540
– – 0.01% 403
2026
Q2 		$267K Buy
+540
New +$235K 0.01% 395
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Ingalls & Snyder LLC's ROK Position: Q3 2026 in Review

Ingalls & Snyder LLC held its Rockwell Automation (ROK) position steady in Q3 2026 at 540 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #403.

Ingalls & Snyder LLC first reported a position in ROK in Q4 2023 and has held it in 4 quarters since. The position peaked at $267K in Q2 2026. 1,304 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Ingalls & Snyder LLC held 540 shares of Rockwell Automation worth $235K as of Q3 2026.
  • Ingalls & Snyder LLC left its Rockwell Automation share count unchanged in Q3 2026.
  • Rockwell Automation made up 0.01% of Ingalls & Snyder LLC's portfolio in Q3 2026, its #403 holding.
  • Ingalls & Snyder LLC first reported a position in Rockwell Automation in Q4 2023 and has held it in 4 quarters since.
  • Ingalls & Snyder LLC's Rockwell Automation position peaked at $267K in Q2 2026.
  • 1,304 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q3 2026, filed 12 Nov 2026.