Mercer Global Advisors
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Mercer Global Advisors’s Rockwell Automation ROK Stock Holding History

Mercer Global 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 		$7.52M Buy
20,967
+1,988
+10% +$784K 0.01% 606
2025
Q4 		$7.09M Buy
18,979
+3,836
+25% +$1.44M 0.01% 597
2025
Q3 		$5.29M Buy
15,143
+2,421
+19% +$836K 0.01% 649
2025
Q2 		$4.23M Sell
12,722
-351
-3% -$100K 0.01% 614
2025
Q1 		$3.38M Sell
13,073
-281
-2% -$78.2K 0.01% 658
2024
Q4 		$3.82M Sell
13,354
-319
-2% -$89.7K 0.01% 623
2024
Q3 		$3.63M Buy
13,673
+581
+4% +$154K 0.01% 586
2024
Q2 		$3.6M Buy
13,092
+1,169
+10% +$315K 0.01% 538
2024
Q1 		$3.47M Sell
11,923
-83
-0.7% -$23.9K 0.01% 564
2023
Q4 		$3.73M Buy
12,006
+583
+5% +$163K 0.01% 545
2023
Q3 		$3.27M Buy
11,423
+97
+0.9% +$30K 0.01% 547
2023
Q2 		$3.73M Sell
11,326
-368
-3% -$106K 0.01% 527
2023
Q1 		$3.43M Buy
11,694
+463
+4% +$132K 0.02% 523
2022
Q4 		$2.89M Buy
11,231
+2,935
+35% +$737K 0.01% 584
2022
Q3 		$1.78M Buy
8,296
+300
+4% +$70K 0.01% 652
2022
Q2 		$1.59M Buy
7,996
+71
+0.9% +$16K 0.01% 671
2022
Q1 		$2.22M Sell
7,925
-260
-3% -$74.7K 0.01% 622
2021
Q4 		$2.85M Buy
8,185
+341
+4% +$113K 0.02% 513
2021
Q3 		$2.31M Buy
7,844
+1,690
+27% +$519K 0.02% 562
2021
Q2 		$1.76M Buy
6,154
+463
+8% +$125K 0.01% 620
2021
Q1 		$1.51M Buy
5,691
+795
+16% +$203K 0.01% 632
2020
Q4 		$1.23M Sell
4,896
-79
-2% -$19.3K 0.02% 547
2020
Q3 		$1.1M Sell
4,975
-226
-4% -$50.5K 0.02% 527
2020
Q2 		$1.11M Sell
5,201
-232
-4% -$44.9K 0.02% 460
2020
Q1 		$820K Sell
5,433
-458
-8% -$84.9K 0.02% 531
2019
Q4 		$1.19M Sell
5,891
-486
-8% -$90K 0.02% 474
2019
Q3 		$1.05M Sell
6,377
-1,361
-18% -$215K 0.02% 470
2019
Q2 		$1.27M Buy
7,738
+685
+10% +$116K 0.03% 400
2019
Q1 		$1.24M Buy
+7,053
New +$1.2M 0.04% 347

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

Mercer Global Advisors's ROK Position: Q1 2026 in Review

Mercer Global Advisors increased its Rockwell Automation (ROK) stake by 10% in Q1 2026, buying an estimated $784K and bringing the position to 20,967 shares worth $7.52M. The position accounts for 0.01% of the portfolio, ranked #606.

Mercer Global Advisors first reported a position in ROK in Q1 2019 and has held it in 29 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Mercer Global Advisors held 20,967 shares of Rockwell Automation worth $7.52M as of Q1 2026.
  • Mercer Global Advisors bought 1,988 Rockwell Automation shares in Q1 2026, an estimated $784K.
  • Rockwell Automation made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #606 holding.
  • Mercer Global Advisors first reported a position in Rockwell Automation in Q1 2019 and has held it in 29 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.