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MONECO Advisors’s Rockwell Automation ROK Stock Holding History

MONECO 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 		$1.05M Buy
2,938
+102
+4% +$40.3K 0.08% 207
2025
Q4 		$1.1M Buy
2,836
+429
+18% +$161K 0.09% 199
2025
Q3 		$841K Buy
2,407
+11
+0.5% +$3.8K 0.07% 227
2025
Q2 		$796K Sell
2,396
-21
-0.9% -$5.98K 0.07% 217
2025
Q1 		$625K Sell
2,417
-186
-7% -$51.8K 0.06% 238
2024
Q4 		$744K Buy
2,603
+86
+3% +$24.2K 0.08% 211
2024
Q3 		$676K Buy
2,517
+102
+4% +$27.1K 0.08% 203
2024
Q2 		$665K Buy
2,415
+14
+0.6% +$3.78K 0.1% 197
2024
Q1 		$700K Sell
2,401
-31
-1% -$8.93K 0.11% 197
2023
Q4 		$755K Buy
2,432
+147
+6% +$41.2K 0.14% 166
2023
Q3 		$653K Buy
2,285
+10
+0.4% +$3.09K 0.18% 142
2023
Q2 		$750K Buy
2,275
+1
+0% +$289 0.2% 124
2023
Q1 		$667K Sell
2,274
-5
-0.2% -$1.42K 0.2% 121
2022
Q4 		$587K Buy
2,279
+6
+0.3% +$1.51K 0.21% 118
2022
Q3 		$489K Buy
2,273
+6
+0.3% +$1.4K 0.2% 121
2022
Q2 		$452K Sell
2,267
-226
-9% -$51K 0.18% 131
2022
Q1 		$698K Buy
2,493
+1
+0% +$287 0.26% 90
2021
Q4 		$710K Sell
2,492
-3
-0.1% -$993 0.27% 89
2021
Q3 		$734K Buy
2,495
+5
+0.2% +$1.53K 0.29% 82
2021
Q2 		$712K Buy
2,490
+44
+2% +$11.9K 0.33% 76
2021
Q1 		$649K Sell
2,446
-2
-0.1% -$510 0.32% 81
2020
Q4 		$643K Buy
2,448
+14
+0.6% +$3.42K 0.35% 68
2020
Q3 		$537K Buy
2,434
+85
+4% +$19K 0.34% 68
2020
Q2 		$500K Buy
2,349
+22
+0.9% +$4.25K 0.39% 64
2020
Q1 		$351K Buy
2,327
+10
+0.4% +$1.85K 0.36% 71
2019
Q4 		$474K Sell
2,317
-192
-8% -$35.6K 0.34% 68
2019
Q3 		$414K Buy
2,509
+9
+0.4% +$1.42K 0.32% 72
2019
Q2 		$410K Buy
2,500
+9
+0.4% +$1.52K 0.33% 71
2019
Q1 		$437K Buy
2,491
+177
+8% +$30.1K 0.35% 67
2018
Q4 		$348K Buy
+2,314
New +$386K 0.4% 55

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

MONECO Advisors's ROK Position: Q1 2026 in Review

MONECO Advisors increased its Rockwell Automation (ROK) stake by 3.6% in Q1 2026, buying an estimated $40.3K and bringing the position to 2,938 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #207.

MONECO Advisors first reported a position in ROK in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.1M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • MONECO Advisors held 2,938 shares of Rockwell Automation worth $1.05M as of Q1 2026.
  • MONECO Advisors bought 102 Rockwell Automation shares in Q1 2026, an estimated $40.3K.
  • Rockwell Automation made up 0.08% of MONECO Advisors's portfolio in Q1 2026, its #207 holding.
  • MONECO Advisors first reported a position in Rockwell Automation in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's Rockwell Automation position peaked at $1.1M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.