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MUFG Securities Americas’s Rockwell Automation ROK Stock Holding History

MUFG Securities Americas’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 		$1.12M Buy
3,109
+84
+3% +$33.1K 0.07% 244
2025
Q4 		$1.18M Sell
3,025
-7
-0.2% -$2.63K 0.07% 234
2025
Q3 		$1.06M Buy
3,032
+534
+21% +$184K 0.07% 249
2025
Q2 		$830K Buy
2,498
+496
+25% +$141K 0.07% 245
2025
Q1 		$517K Buy
2,002
+335
+20% +$93.2K 0.06% 283
2024
Q4 		$476K Buy
+1,667
New +$469K 0.06% 271

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

MUFG Securities Americas's ROK Position: Q1 2026 in Review

MUFG Securities Americas increased its Rockwell Automation (ROK) stake by 2.8% in Q1 2026, buying an estimated $33.1K and bringing the position to 3,109 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #244.

MUFG Securities Americas first reported a position in ROK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • MUFG Securities Americas held 3,109 shares of Rockwell Automation worth $1.12M as of Q1 2026.
  • MUFG Securities Americas bought 84 Rockwell Automation shares in Q1 2026, an estimated $33.1K.
  • Rockwell Automation made up 0.07% of MUFG Securities Americas's portfolio in Q1 2026, its #244 holding.
  • MUFG Securities Americas first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
  • MUFG Securities Americas's Rockwell Automation position peaked at $1.18M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

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