Nisa Investment Advisors
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Nisa Investment Advisors’s Rockwell Automation ROK Stock Holding History

Nisa 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 		$11.1M Sell
30,917
-246
-0.8% -$97.1K 0.04% 252
2025
Q4 		$12.1M Buy
31,163
+2,906
+10% +$1.09M 0.04% 242
2025
Q3 		$9.88M Sell
28,257
-214
-0.8% -$73.9K 0.04% 267
2025
Q2 		$9.46M Sell
28,471
-757
-3% -$216K 0.04% 272
2025
Q1 		$7.55M Buy
29,228
+1,346
+5% +$375K 0.04% 316
2024
Q4 		$7.97M Sell
27,882
-723
-3% -$203K 0.03% 336
2024
Q3 		$7.68M Sell
28,605
-367
-1% -$97.4K 0.05% 332
2024
Q2 		$7.98M Buy
28,972
+2,410
+9% +$650K 0.05% 323
2024
Q1 		$7.74M Sell
26,562
-87
-0.3% -$25.1K 0.05% 329
2023
Q4 		$8.27M Buy
26,649
+1,000
+4% +$280K 0.06% 289
2023
Q3 		$7.33M Sell
25,649
-215
-0.8% -$66.5K 0.06% 310
2023
Q2 		$8.52M Hold
25,864
– – 0.06% 293
2023
Q1 		$7.59M Sell
25,864
-315
-1% -$89.6K 0.06% 308
2022
Q4 		$6.74M Buy
26,179
+1,050
+4% +$264K 0.05% 351
2022
Q3 		$5.46M Buy
25,129
+547
+2% +$128K 0.05% 349
2022
Q2 		$4.9M Sell
24,582
-2,160
-8% -$488K 0.04% 375
2022
Q1 		$7.49M Sell
26,742
-310
-1% -$89.1K 0.05% 320
2021
Q4 		$7.82M Sell
27,052
-6,805
-20% -$2.25M 0.06% 298
2021
Q3 		$9.96K Buy
33,857
+7,005
+26% +$2.15M 0.06% 287
2021
Q2 		$7.68K Buy
26,852
+2,745
+11% +$740K 0.05% 326
2021
Q1 		$6.4K Sell
24,107
-7,699
-24% -$1.96M 0.04% 382
2020
Q4 		$7.98M Sell
31,806
-516
-2% -$126K 0.05% 314
2020
Q3 		$7.13M Buy
32,322
+597
+2% +$133K 0.06% 292
2020
Q2 		$6.76M Sell
31,725
-1,194
-4% -$231K 0.06% 280
2020
Q1 		$4.97M Buy
32,919
+1,043
+3% +$193K 0.06% 304
2019
Q4 		$6.46M Buy
31,876
+7,025
+28% +$1.3M 0.06% 317
2019
Q3 		$4.09M Sell
24,851
-12,390
-33% -$1.96M 0.04% 426
2019
Q2 		$6.1M Buy
37,241
+4,468
+14% +$755K 0.06% 318
2019
Q1 		$5.75M Sell
32,773
-195
-0.6% -$33.2K 0.06% 328
2018
Q4 		$4.96M Sell
32,968
-2,134
-6% -$356K 0.06% 327
2018
Q3 		$6.58M Buy
35,102
+2,189
+7% +$392K 0.06% 310
2018
Q2 		$5.47M Sell
32,913
-599
-2% -$104K 0.06% 323
2018
Q1 		$5.86M Sell
33,512
-836
-2% -$159K 0.06% 296
2017
Q4 		$6.74M Sell
34,348
-2,221
-6% -$423K 0.07% 278
2017
Q3 		$6.52M Buy
36,569
+718
+2% +$119K 0.07% 270
2017
Q2 		$5.79M Buy
35,851
+4,449
+14% +$702K 0.07% 299
2017
Q1 		$4.89M Buy
31,402
+4,760
+18% +$711K 0.06% 337
2016
Q4 		$3.58M Sell
26,642
-2,121
-7% -$271K 0.04% 405
2016
Q3 		$3.52M Sell
28,763
-3,280
-10% -$384K 0.05% 394
2016
Q2 		$3.68M Buy
32,043
+7,700
+32% +$882K 0.05% 374
2016
Q1 		$2.77M Sell
24,343
-4,250
-15% -$431K 0.04% 444
2015
Q4 		$2.93M Buy
28,593
+3,400
+13% +$357K 0.04% 414
2015
Q3 		$2.58M Sell
25,193
-5,100
-17% -$578K 0.04% 455
2015
Q2 		$3.78M Buy
30,293
+1,200
+4% +$145K 0.05% 358
2015
Q1 		$3.37M Buy
29,093
+1,850
+7% +$208K 0.05% 396
2014
Q4 		$3.03M Sell
27,243
-5,100
-16% -$559K 0.04% 440
2014
Q3 		$3.55M Buy
32,343
+3,900
+14% +$458K 0.05% 372
2014
Q2 		$3.56M Hold
28,443
– – 0.05% 370
2014
Q1 		$3.54M Hold
28,443
– – 0.05% 368
2013
Q4 		$3.36M Buy
28,443
+1,700
+6% +$189K 0.05% 376
2013
Q3 		$2.86M Sell
26,743
-2,500
-9% -$244K 0.04% 403
2013
Q2 		$2.43M Buy
+29,243
New +$2.53M 0.04% 451

Other funds holding ROK

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Nisa Investment Advisors's ROK Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Rockwell Automation (ROK) stake by 0.79% in Q1 2026, selling an estimated $97.1K and leaving 30,917 shares worth $11.1M. The position accounts for 0.04% of the portfolio, ranked #252.

Nisa Investment Advisors first reported a position in ROK in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.1M in Q4 2025. 1,417 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Nisa Investment Advisors held 30,917 shares of Rockwell Automation worth $11.1M as of Q1 2026.
  • Nisa Investment Advisors sold 246 Rockwell Automation shares in Q1 2026, an estimated $97.1K.
  • Rockwell Automation made up 0.04% of Nisa Investment Advisors's portfolio in Q1 2026, its #252 holding.
  • Nisa Investment Advisors first reported a position in Rockwell Automation in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Rockwell Automation position peaked at $12.1M in Q4 2025.
  • 1,417 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.