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Knollwood Investment Advisory’s Rockwell Automation ROK Stock Holding History

Knollwood Investment Advisory’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 		$2.49M Hold
6,950
– – 0.25% 83
2025
Q4 		$2.7M Hold
6,950
– – 0.25% 82
2025
Q3 		$2.43M Hold
6,950
– – 0.22% 96
2025
Q2 		$2.31M Hold
6,950
– – 0.22% 107
2025
Q1 		$1.8M Hold
6,950
– – 0.2% 124
2024
Q4 		$1.99M Hold
6,950
– – 0.21% 121
2024
Q3 		$1.87M Hold
6,950
– – 0.2% 123
2024
Q2 		$1.91M Buy
+6,950
New +$1.88M 0.21% 111

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Knollwood Investment Advisory's ROK Position: Q1 2026 in Review

Knollwood Investment Advisory held its Rockwell Automation (ROK) position steady in Q1 2026 at 6,950 shares worth $2.49M. The position accounts for 0.25% of the portfolio, ranked #83.

Knollwood Investment Advisory first reported a position in ROK in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.7M in Q4 2025. 1,417 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Knollwood Investment Advisory held 6,950 shares of Rockwell Automation worth $2.49M as of Q1 2026.
  • Knollwood Investment Advisory left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up 0.25% of Knollwood Investment Advisory's portfolio in Q1 2026, its #83 holding.
  • Knollwood Investment Advisory first reported a position in Rockwell Automation in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's Rockwell Automation position peaked at $2.7M in Q4 2025.
  • 1,417 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.