Kohmann Bosshard Financial Services’s Rockwell Automation ROK Stock Holding History

Kohmann Bosshard Financial Services’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	-372	Closed	-$145K	–	516
2025 Q4	$145K	Buy	+372	New	+$140K	0.01%	331
2025 Q1	–	Sell	-442	Closed	-$126K	–	671
2024 Q4	$126K	Buy	+442	New	+$124K	0.02%	230
2023 Q2	–	Sell	-729	Closed	-$214K	–	183
2023 Q1	$214K	Buy	+729	New	+$207K	0.04%	149
2022 Q2	–	Sell	-753	Closed	-$211K	–	152
2022 Q1	$211K	Hold	753	–	–	0.04%	129
2021 Q4	$263K	Hold	753	–	–	0.05%	98
2021 Q3	$221K	Hold	753	–	–	0.05%	101
2021 Q2	$215K	Buy	+753	New	+$203K	0.05%	101
2020 Q3	–	Sell	-752	Closed	-$161K	–	122
2020 Q2	$161K	Sell	752 -1	-0.1%	-$193	0.06%	102
2020 Q1	$114K	Hold	753	–	–	0.05%	108
2019 Q4	$153K	Hold	753	–	–	0.06%	91
2019 Q3	$124K	Hold	753	–	–	0.05%	101
2019 Q2	$123K	Sell	753 -114	-13%	-$19.3K	0.05%	103
2019 Q1	$152K	Sell	867 -62	-7%	-$10.5K	0.07%	85
2018 Q4	$140K	Sell	929 -61	-6%	-$10.2K	0.08%	83
2018 Q3	$186K	Hold	990	–	–	0.09%	72
2018 Q2	$165K	Hold	990	–	–	0.09%	72
2018 Q1	$172K	Hold	990	–	–	0.1%	71
2017 Q4	$194K	Sell	990 -51	-5%	-$9.72K	0.12%	65
2017 Q3	$186K	Buy	+1,041	New	+$173K	0.13%	62
2017 Q1	$201K	Sell	1,291 -33	-2%	-$4.93K	0.17%	59
2016 Q4	$202K	Buy	+1,324	New	+$169K	0.19%	54

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kohmann Bosshard Financial Services's ROK Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 372 shares — an estimated $145K sold.

Kohmann Bosshard Financial Services first reported a position in ROK in Q4 2016 and held it in 21 quarters. The position peaked at $263K in Q4 2021. 1,422 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 372 Rockwell Automation shares in Q1 2026, an estimated $145K.
Kohmann Bosshard Financial Services first reported a position in Rockwell Automation in Q4 2016 and held it in 21 quarters.
Kohmann Bosshard Financial Services's Rockwell Automation position peaked at $263K in Q4 2021.
1,422 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.