Lido Advisors
ROK icon

Lido Advisors’s Rockwell Automation ROK Stock Holding History

Lido 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
Q3 		$3.92M Buy
9,010
+1,006
+13% +$447K 0.01% 564
2026
Q2 		$3.96M Buy
8,004
+12
+0.2% +$5.22K 0.01% 564
2026
Q1 		$2.87M Sell
7,992
-1,185
-13% -$468K 0.01% 600
2025
Q4 		$3.28M Buy
9,177
+97
+1% +$36.5K 0.01% 572
2025
Q3 		$3.17M Sell
9,080
-2,388
-21% -$825K 0.01% 560
2025
Q2 		$3.81M Sell
11,468
-563
-5% -$160K 0.01% 431
2025
Q1 		$3.11M Buy
12,031
+7,166
+147% +$1.99M 0.01% 439
2024
Q4 		$1.39M Buy
4,865
+1,853
+62% +$521K 0.01% 634
2024
Q3 		$809K Buy
3,012
+96
+3% +$25.5K ﹤0.01% 797
2024
Q2 		$803K Buy
2,916
+2,031
+229% +$548K ﹤0.01% 755
2024
Q1 		$258K Buy
885
+26
+3% +$7.49K ﹤0.01% 1160
2023
Q4 		$267K Sell
859
-198
-19% -$55.5K ﹤0.01% 1088
2023
Q3 		$302K Buy
1,057
+41
+4% +$12.7K ﹤0.01% 911
2023
Q2 		$335K Sell
1,016
-33
-3% -$9.5K ﹤0.01% 876
2023
Q1 		$308K Buy
1,049
+32
+3% +$9.1K ﹤0.01% 863
2022
Q4 		$262K Buy
+1,017
New +$255K ﹤0.01% 830
2022
Q3 		– Sell
-1,130
Closed -$225K – 1021
2022
Q2 		$225K Sell
1,130
-67
-6% -$15.1K ﹤0.01% 835
2022
Q1 		$335K Sell
1,197
-2,365
-66% -$679K ﹤0.01% 769
2021
Q4 		$1.24M Buy
3,562
+320
+10% +$106K 0.01% 372
2021
Q3 		$953K Sell
3,242
-218
-6% -$66.9K 0.01% 419
2021
Q2 		$990K Buy
3,460
+2,119
+158% +$572K 0.01% 386
2021
Q1 		$356K Buy
1,341
+72
+6% +$18.4K 0.01% 608
2020
Q4 		$318K Buy
+1,269
New +$310K 0.01% 606

Other funds holding ROK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Lido Advisors's ROK Position: Q3 2026 in Review

Lido Advisors increased its Rockwell Automation (ROK) stake by 13% in Q3 2026, buying an estimated $447K and bringing the position to 9,010 shares worth $3.92M. The position accounts for 0.01% of the portfolio, ranked #564.

Lido Advisors first reported a position in ROK in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.96M in Q2 2026. 1,304 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Lido Advisors held 9,010 shares of Rockwell Automation worth $3.92M as of Q3 2026.
  • Lido Advisors bought 1,006 Rockwell Automation shares in Q3 2026, an estimated $447K.
  • Rockwell Automation made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #564 holding.
  • Lido Advisors first reported a position in Rockwell Automation in Q4 2020 and has held it in 23 quarters since.
  • Lido Advisors's Rockwell Automation position peaked at $3.96M in Q2 2026.
  • 1,304 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.