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
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% 754
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% -$9.53K ﹤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 $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

Lido Advisors's ROK Position: Q1 2026 in Review

Lido Advisors reduced its Rockwell Automation (ROK) stake by 13% in Q1 2026, selling an estimated $468K and leaving 7,992 shares worth $2.87M. The position accounts for 0.01% of the portfolio, ranked #600.

Lido Advisors first reported a position in ROK in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.81M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Lido Advisors held 7,992 shares of Rockwell Automation worth $2.87M as of Q1 2026.
  • Lido Advisors sold 1,185 Rockwell Automation shares in Q1 2026, an estimated $468K.
  • Rockwell Automation made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #600 holding.
  • Lido Advisors first reported a position in Rockwell Automation in Q4 2020 and has held it in 21 quarters since.
  • Lido Advisors's Rockwell Automation position peaked at $3.81M in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

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