Mount Yale Investment Advisors’s Rockwell Automation ROK Stock Holding History

Mount Yale 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	$2.12M	Buy	5,909 +3,222	+120%	+$1.27M	0.05%	355
2025 Q4	$1.05M	Buy	+2,687	New	+$1.01M	0.05%	308
2025 Q3	–	Sell	-4,125	Closed	-$1.37M	–	1413
2025 Q2	$1.37M	Sell	4,125 -784	-16%	-$223K	0.11%	163
2025 Q1	$1.27M	Buy	4,909 +2,415	+97%	+$672K	0.11%	161
2024 Q4	$713K	Buy	+2,494	New	+$701K	0.06%	271
2018 Q4	–	Sell	-406	Closed	-$73K	–	679
2018 Q3	$73K	Sell	406 -104	-20%	-$18.6K	0.01%	530
2018 Q2	$85K	Buy	510 +261	+105%	+$45.4K	0.02%	512
2018 Q1	$43K	Buy	+249	New	+$47.3K	0.01%	637

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's ROK Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Rockwell Automation (ROK) stake by 120% in Q1 2026, buying an estimated $1.27M and bringing the position to 5,909 shares worth $2.12M. The position accounts for 0.05% of the portfolio, ranked #355.

Mount Yale Investment Advisors first reported a position in ROK in Q1 2018 and has held it in 8 quarters since. 1,417 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Mount Yale Investment Advisors held 5,909 shares of Rockwell Automation worth $2.12M as of Q1 2026.
Mount Yale Investment Advisors bought 3,222 Rockwell Automation shares in Q1 2026, an estimated $1.27M.
Rockwell Automation made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #355 holding.
Mount Yale Investment Advisors first reported a position in Rockwell Automation in Q1 2018 and has held it in 8 quarters since.
1,417 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.