LNWTC
ROK icon

Laird Norton Wetherby Trust Company’s Rockwell Automation ROK Stock Holding History

Laird Norton Wetherby Trust Company’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 		$2.3M Sell
6,422
-81
-1% -$32K 0.05% 292
2025
Q4 		$2.53M Buy
+6,503
New +$2.44M 0.05% 271

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

Laird Norton Wetherby Trust Company's ROK Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Rockwell Automation (ROK) stake by 1.2% in Q1 2026, selling an estimated $32K and leaving 6,422 shares worth $2.3M. The position accounts for 0.05% of the portfolio, ranked #292.

Laird Norton Wetherby Trust Company first reported a position in ROK in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.53M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 6,422 shares of Rockwell Automation worth $2.3M as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 81 Rockwell Automation shares in Q1 2026, an estimated $32K.
  • Rockwell Automation made up 0.05% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #292 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Rockwell Automation in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's Rockwell Automation position peaked at $2.53M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.