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Meeder Advisory Services’s Rockwell Automation ROK Stock Holding History

Meeder Advisory Services’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 		$795K Sell
2,215
-222
-9% -$87.6K 0.03% 313
2025
Q4 		$948K Buy
2,437
+1,122
+85% +$422K 0.04% 282
2025
Q3 		$460K Sell
1,315
-372
-22% -$128K 0.02% 409
2025
Q2 		$560K Sell
1,687
-626
-27% -$178K 0.03% 356
2025
Q1 		$598K Sell
2,313
-137
-6% -$38.1K 0.04% 323
2024
Q4 		$700K Buy
2,450
+175
+8% +$49.2K 0.04% 287
2024
Q3 		$611K Sell
2,275
-394
-15% -$105K 0.04% 300
2024
Q2 		$735K Buy
2,669
+520
+24% +$140K 0.05% 264
2024
Q1 		$626K Buy
2,149
+21
+1% +$6.05K 0.06% 249
2023
Q4 		$661K Sell
2,128
-72
-3% -$20.2K 0.08% 225
2023
Q3 		$629K Sell
2,200
-262
-11% -$81K 0.08% 215
2023
Q2 		$811K Buy
2,462
+89
+4% +$25.7K 0.09% 198
2023
Q1 		$696K Buy
2,373
+411
+21% +$117K 0.08% 223
2022
Q4 		$505K Buy
+1,962
New +$493K 0.06% 264

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

Meeder Advisory Services's ROK Position: Q1 2026 in Review

Meeder Advisory Services reduced its Rockwell Automation (ROK) stake by 9.1% in Q1 2026, selling an estimated $87.6K and leaving 2,215 shares worth $795K. The position accounts for 0.03% of the portfolio, ranked #313.

Meeder Advisory Services first reported a position in ROK in Q4 2022 and has held it in 14 quarters since. The position peaked at $948K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Meeder Advisory Services held 2,215 shares of Rockwell Automation worth $795K as of Q1 2026.
  • Meeder Advisory Services sold 222 Rockwell Automation shares in Q1 2026, an estimated $87.6K.
  • Rockwell Automation made up 0.03% of Meeder Advisory Services's portfolio in Q1 2026, its #313 holding.
  • Meeder Advisory Services first reported a position in Rockwell Automation in Q4 2022 and has held it in 14 quarters since.
  • Meeder Advisory Services's Rockwell Automation position peaked at $948K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.