Kovack Advisors’s Rockwell Automation ROK Stock Holding History

Kovack Advisors’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	$442K	Hold	1,230	–	–	0.02%	628
2025 Q4	$479K	Buy	+1,230	New	+$462K	0.02%	607
2019 Q1	–	Sell	-2,875	Closed	-$433K	–	483
2018 Q4	$433K	Sell	2,875 -53	-2%	-$8.84K	0.13%	188
2018 Q3	$549K	Sell	2,928 -281	-9%	-$50.3K	0.14%	180
2018 Q2	$534K	Sell	3,209 -108	-3%	-$18.8K	0.15%	165
2018 Q1	$578K	Sell	3,317 -335	-9%	-$63.6K	0.15%	166
2017 Q4	$717K	Sell	3,652 -110	-3%	-$21K	0.18%	136
2017 Q3	$670K	Sell	3,762 -14	-0.4%	-$2.33K	0.22%	112
2017 Q2	$612K	Buy	3,776 +580	+18%	+$91.5K	0.19%	132
2017 Q1	$498K	Buy	+3,196	New	+$478K	0.19%	126

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

Kovack Advisors's ROK Position: Q1 2026 in Review

Kovack Advisors held its Rockwell Automation (ROK) position steady in Q1 2026 at 1,230 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #628.

Kovack Advisors first reported a position in ROK in Q1 2017 and has held it in 10 quarters since. The position peaked at $717K in Q4 2017. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Kovack Advisors held 1,230 shares of Rockwell Automation worth $442K as of Q1 2026.
Kovack Advisors left its Rockwell Automation share count unchanged in Q1 2026.
Rockwell Automation made up 0.02% of Kovack Advisors's portfolio in Q1 2026, its #628 holding.
Kovack Advisors first reported a position in Rockwell Automation in Q1 2017 and has held it in 10 quarters since.
Kovack Advisors's Rockwell Automation position peaked at $717K in Q4 2017.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.