J. Goldman & Co’s Rockwell Automation ROK Stock Holding History

J. Goldman & Co’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	-55,600	Closed	-$11.3M	–	329
2019 Q4	$11.3M	Buy	+55,600	New	+$10.3M	0.81%	30
2015 Q1	–	Sell	-56,900	Closed	-$6.33M	–	306
2014 Q4	$6.33M	Buy	+56,900	New	+$6.24M	0.75%	39

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

J. Goldman & Co's ROK Position: Q1 2026 in Review

J. Goldman & Co opened a new position in Rockwell Automation (ROK) in Q1 2026: 30,192 shares worth $10.8M. The stake represents 0.31% of the portfolio and ranks #101 among its holdings.

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

J. Goldman & Co held 30,192 shares of Rockwell Automation worth $10.8M as of Q1 2026.
Rockwell Automation was a new J. Goldman & Co position in Q1 2026.
Rockwell Automation made up 0.31% of J. Goldman & Co's portfolio in Q1 2026, its #101 holding.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.