MGIA
ROK icon

Moneta Group Investment Advisors’s Rockwell Automation ROK Stock Holding History

Moneta Group Investment 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 		$2.41M Buy
6,707
+184
+3% +$72.6K 0.02% 249
2025
Q4 		$2.54M Sell
6,523
-66
-1% -$24.8K 0.02% 242
2025
Q3 		$2.3M Sell
6,589
-536
-8% -$185K 0.02% 251
2025
Q2 		$2.37M Buy
7,125
+137
+2% +$39K 0.03% 212
2025
Q1 		$1.81M Buy
6,988
+6
+0.1% +$1.67K 0.02% 220
2024
Q4 		$2M Sell
6,982
-46
-0.7% -$12.9K 0.03% 208
2024
Q3 		$1.89M Sell
7,028
-196
-3% -$52K 0.03% 203
2024
Q2 		$1.99M Sell
7,224
-54
-0.7% -$14.6K 0.03% 186
2024
Q1 		$2.12M Buy
7,278
+4,417
+154% +$1.27M 0.03% 186
2023
Q4 		$888K Buy
2,861
+1,753
+158% +$491K 0.02% 254
2023
Q3 		$317K Sell
1,108
-184
-14% -$56.9K 0.01% 395
2023
Q2 		$426K Buy
1,292
+110
+9% +$31.8K 0.01% 353
2023
Q1 		$347K Buy
1,182
+209
+21% +$59.4K 0.01% 389
2022
Q4 		$274K Sell
973
-440
-31% -$110K 0.01% 387
2022
Q3 		$304K Sell
1,413
-318
-18% -$74.1K 0.01% 350
2022
Q2 		$345K Buy
+1,731
New +$391K 0.01% 359
2015
Q2 		– Sell
-3,000
Closed -$348K – 153
2015
Q1 		$348K Hold
3,000
– – 0.15% 108
2014
Q4 		$334K Hold
3,000
– – 0.16% 107
2014
Q3 		$330K Hold
3,000
– – 0.17% 98
2014
Q2 		$375K Hold
3,000
– – 0.2% 84
2014
Q1 		$374K Hold
3,000
– – 0.22% 76
2013
Q4 		$354K Hold
3,000
– – 0.21% 77
2013
Q3 		$321K Hold
3,000
– – 0.21% 83
2013
Q2 		$249K Buy
+3,000
New +$259K 0.18% 95

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

Moneta Group Investment Advisors's ROK Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Rockwell Automation (ROK) stake by 2.8% in Q1 2026, buying an estimated $72.6K and bringing the position to 6,707 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #249.

Moneta Group Investment Advisors first reported a position in ROK in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.54M in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Moneta Group Investment Advisors held 6,707 shares of Rockwell Automation worth $2.41M as of Q1 2026.
  • Moneta Group Investment Advisors bought 184 Rockwell Automation shares in Q1 2026, an estimated $72.6K.
  • Rockwell Automation made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #249 holding.
  • Moneta Group Investment Advisors first reported a position in Rockwell Automation in Q2 2013 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's Rockwell Automation position peaked at $2.54M in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.