M. Kulyk & Associates’s Rockwell Automation ROK Stock Holding History

M. Kulyk & Associates’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	$276K	Hold	770	–	–	0.05%	98
2025 Q4	$300K	Hold	770	–	–	0.06%	88
2025 Q3	$269K	Sell	770 -7	-0.9%	-$2.42K	0.05%	86
2025 Q2	$258K	Sell	777 -32	-4%	-$9.12K	0.06%	92
2025 Q1	$209K	Sell	809 -72	-8%	-$20K	0.05%	97
2024 Q4	$252K	Buy	881 +4	+0.5%	+$1.13K	0.05%	90
2024 Q3	$235K	Hold	877	–	–	0.05%	102
2024 Q2	$241K	Buy	877 +17	+2%	+$4.59K	0.06%	100
2024 Q1	$251K	Buy	860 +60	+8%	+$17.3K	0.06%	98
2023 Q4	$248K	Buy	+800	New	+$224K	0.06%	94

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

M. Kulyk & Associates's ROK Position: Q1 2026 in Review

M. Kulyk & Associates held its Rockwell Automation (ROK) position steady in Q1 2026 at 770 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #98.

M. Kulyk & Associates first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. The position peaked at $300K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

M. Kulyk & Associates held 770 shares of Rockwell Automation worth $276K as of Q1 2026.
M. Kulyk & Associates left its Rockwell Automation share count unchanged in Q1 2026.
Rockwell Automation made up 0.05% of M. Kulyk & Associates's portfolio in Q1 2026, its #98 holding.
M. Kulyk & Associates first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
M. Kulyk & Associates's Rockwell Automation position peaked at $300K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.