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Kilter Group’s Rockwell Automation ROK Stock Holding History

Kilter Group’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 		$3.59K Buy
10
+2
+25% +$789 ﹤0.01% 719
2025
Q4 		$3.11K Buy
8
+2
+33% +$752 ﹤0.01% 628
2025
Q3 		$2.1K Buy
6
+1
+20% +$345 ﹤0.01% 647
2025
Q2 		$1.66K Buy
+5
New +$1.42K ﹤0.01% 676

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

Kilter Group's ROK Position: Q1 2026 in Review

Kilter Group increased its Rockwell Automation (ROK) stake by 25% in Q1 2026, buying an estimated $789 and bringing the position to 10 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Kilter Group first reported a position in ROK in Q2 2025 and has held it in 4 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Kilter Group held 10 shares of Rockwell Automation worth $3.59K as of Q1 2026.
  • Kilter Group bought 2 Rockwell Automation shares in Q1 2026, an estimated $789.
  • Rockwell Automation made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #719 holding.
  • Kilter Group first reported a position in Rockwell Automation in Q2 2025 and has held it in 4 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.