Kooman & Associates’s Rockwell Automation ROK Stock Holding History

Kooman & Associates’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	$365K	Hold	1,016	–	–	0.11%	34
2025 Q4	$395K	Buy	1,016 +2	+0.2%	+$752	0.12%	34
2025 Q3	$354K	Hold	1,014	–	–	0.11%	39
2025 Q2	$337K	Sell	1,014 -1	-0.1%	-$285	0.11%	37
2025 Q1	$262K	Buy	1,015 +9	+0.9%	+$2.5K	0.1%	40
2024 Q4	$288K	Buy	1,006 +1	+0.1%	+$281	0.1%	39
2024 Q3	$270K	Hold	1,005	–	–	0.1%	37
2024 Q2	$277K	Buy	+1,005	New	+$271K	0.11%	36

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

Kooman & Associates's ROK Position: Q1 2026 in Review

Kooman & Associates held its Rockwell Automation (ROK) position steady in Q1 2026 at 1,016 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #34.

Kooman & Associates first reported a position in ROK in Q2 2024 and has held it in 8 quarters since. The position peaked at $395K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Kooman & Associates held 1,016 shares of Rockwell Automation worth $365K as of Q1 2026.
Kooman & Associates left its Rockwell Automation share count unchanged in Q1 2026.
Rockwell Automation made up 0.11% of Kooman & Associates's portfolio in Q1 2026, its #34 holding.
Kooman & Associates first reported a position in Rockwell Automation in Q2 2024 and has held it in 8 quarters since.
Kooman & Associates's Rockwell Automation position peaked at $395K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.