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Madison Asset Management’s Rockwell Automation ROK Stock Holding History

Madison Asset Management’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 		$4.13M Sell
11,499
-9,978
-46% -$3.94M 0.05% 180
2025
Q4 		$8.36M Sell
21,477
-1,060
-5% -$398K 0.1% 142
2025
Q3 		$7.88M Sell
22,537
-26,388
-54% -$9.11M 0.09% 145
2025
Q2 		$16.3M Sell
48,925
-3,589
-7% -$1.02M 0.18% 103
2025
Q1 		$13.6M Buy
52,514
+4,702
+10% +$1.31M 0.15% 116
2024
Q4 		$13.7M Buy
+47,812
New +$13.4M 0.15% 115

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

Madison Asset Management's ROK Position: Q1 2026 in Review

Madison Asset Management reduced its Rockwell Automation (ROK) stake by 46% in Q1 2026, selling an estimated $3.94M and leaving 11,499 shares worth $4.13M. The position accounts for 0.05% of the portfolio, ranked #180.

Madison Asset Management first reported a position in ROK in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.3M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Madison Asset Management held 11,499 shares of Rockwell Automation worth $4.13M as of Q1 2026.
  • Madison Asset Management sold 9,978 Rockwell Automation shares in Q1 2026, an estimated $3.94M.
  • Rockwell Automation made up 0.05% of Madison Asset Management's portfolio in Q1 2026, its #180 holding.
  • Madison Asset Management first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
  • Madison Asset Management's Rockwell Automation position peaked at $16.3M in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.