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Mizuho Securities USA’s Rockwell Automation ROK Stock Holding History

Mizuho Securities USA’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 		$2.44M Sell
6,793
-1,382
-17% -$545K 0.06% 344
2025
Q4 		$3.24M Sell
8,175
-14
-0.2% -$5.26K 0.05% 299
2025
Q3 		$2.81M Buy
8,189
+394
+5% +$136K 0.06% 332
2025
Q2 		$2.59M Sell
7,795
-1,259
-14% -$359K 0.06% 334
2025
Q1 		$2.34M Sell
9,054
-1,646
-15% -$458K 0.05% 356
2024
Q4 		$3.06M Buy
10,700
+3,342
+45% +$940K 0.06% 318
2024
Q3 		$1.98M Sell
7,358
-1,436
-16% -$381K 0.04% 357
2024
Q2 		$2.42M Buy
+8,794
New +$2.37M 0.05% 325

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

Mizuho Securities USA's ROK Position: Q1 2026 in Review

Mizuho Securities USA reduced its Rockwell Automation (ROK) stake by 17% in Q1 2026, selling an estimated $545K and leaving 6,793 shares worth $2.44M. The position accounts for 0.06% of the portfolio, ranked #344.

Mizuho Securities USA first reported a position in ROK in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.24M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Mizuho Securities USA held 6,793 shares of Rockwell Automation worth $2.44M as of Q1 2026.
  • Mizuho Securities USA sold 1,382 Rockwell Automation shares in Q1 2026, an estimated $545K.
  • Rockwell Automation made up 0.06% of Mizuho Securities USA's portfolio in Q1 2026, its #344 holding.
  • Mizuho Securities USA first reported a position in Rockwell Automation in Q2 2024 and has held it in 8 quarters since.
  • Mizuho Securities USA's Rockwell Automation position peaked at $3.24M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Mizuho Securities USA's 13F filing for Q1 2026, filed 11 May 2026.