Mandatum Life Insurance Company’s Rockwell Automation ROK Stock Holding History

Mandatum Life Insurance Company’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	$7.97M	Buy	22,200 +4,700	+27%	+$1.85M	1.79%	9
2025 Q4	$6.81M	Hold	17,500	–	–	1.55%	15
2025 Q3	$6.12M	Sell	17,500 -7,500	-30%	-$2.59M	1.46%	18
2025 Q2	$8.3M	Hold	25,000	–	–	2.19%	9
2025 Q1	$6.46M	Hold	25,000	–	–	1.98%	10
2024 Q4	$7.14M	Hold	25,000	–	–	2.12%	9
2024 Q3	$6.71M	Buy	25,000 +15,000	+150%	+$3.98M	2.06%	10
2024 Q2	$2.75M	Buy	+10,000	New	+$2.7M	0.92%	24
2020 Q1	–	Sell	-26,777	Closed	-$5.43M	–	119
2019 Q4	$5.43M	Hold	26,777	–	–	1.13%	18
2019 Q3	$4.41M	Hold	26,777	–	–	0.88%	24
2019 Q2	$4.39M	Hold	26,777	–	–	0.92%	19
2019 Q1	$4.7M	Hold	26,777	–	–	1.02%	17
2018 Q4	$4.03M	Hold	26,777	–	–	0.96%	17
2018 Q3	$5.02M	Hold	26,777	–	–	0.95%	14
2018 Q2	$4.45M	Hold	26,777	–	–	0.85%	21
2018 Q1	$4.67M	Hold	26,777	–	–	0.87%	14
2017 Q4	$5.26M	Hold	26,777	–	–	0.82%	9
2017 Q3	$4.77M	Hold	26,777	–	–	0.64%	9
2017 Q2	$4.34M	Hold	26,777	–	–	0.59%	13
2017 Q1	$4.17M	Hold	26,777	–	–	0.54%	19
2016 Q4	$3.6M	Hold	26,777	–	–	0.49%	22
2016 Q3	$3.28M	Hold	26,777	–	–	0.43%	27
2016 Q2	$3.08M	Hold	26,777	–	–	0.42%	31
2016 Q1	$3.05M	Hold	26,777	–	–	0.41%	28
2015 Q4	$2.75M	Buy	+26,777	New	+$2.81M	0.37%	39

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

Mandatum Life Insurance Company's ROK Position: Q1 2026 in Review

Mandatum Life Insurance Company increased its Rockwell Automation (ROK) stake by 27% in Q1 2026, buying an estimated $1.85M and bringing the position to 22,200 shares worth $7.97M. The position accounts for 1.79% of the portfolio, ranked #9.

Mandatum Life Insurance Company first reported a position in ROK in Q4 2015 and has held it in 25 quarters since. The position peaked at $8.3M in Q2 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Mandatum Life Insurance Company held 22,200 shares of Rockwell Automation worth $7.97M as of Q1 2026.
Mandatum Life Insurance Company bought 4,700 Rockwell Automation shares in Q1 2026, an estimated $1.85M.
Rockwell Automation made up 1.79% of Mandatum Life Insurance Company's portfolio in Q1 2026, its #9 holding.
Mandatum Life Insurance Company first reported a position in Rockwell Automation in Q4 2015 and has held it in 25 quarters since.
Mandatum Life Insurance Company's Rockwell Automation position peaked at $8.3M in Q2 2025.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Mandatum Life Insurance Company's 13F filing for Q1 2026, filed 5 May 2026.