Lido Advisors
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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 		– Sell
-2,900
Closed -$1.13M – 2102
2025
Q4 		$1.13M Hold
2,900
– – ﹤0.01% 959
2025
Q3 		$1.01M Hold
2,900
– – ﹤0.01% 949
2025
Q2 		$963K Buy
+2,900
New +$826K ﹤0.01% 859

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.