Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Rockwell Automation ROK Stock Holding History

Northwestern Mutual Wealth Management’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 		$7.3M Buy
20,331
+2,300
+13% +$908K ﹤0.01% 684
2025
Q4 		$7.02M Buy
18,031
+2,992
+20% +$1.12M ﹤0.01% 663
2025
Q3 		$5.26M Buy
15,039
+119
+0.8% +$41.1K ﹤0.01% 721
2025
Q2 		$4.96M Sell
14,920
-1,204
-7% -$343K ﹤0.01% 680
2025
Q1 		$4.17M Sell
16,124
-598
-4% -$166K ﹤0.01% 706
2024
Q4 		$4.78M Buy
16,722
+1
+0% +$281 ﹤0.01% 632
2024
Q3 		$4.49M Sell
16,721
-3,380
-17% -$897K ﹤0.01% 642
2024
Q2 		$5.53M Buy
20,101
+3,618
+22% +$976K 0.01% 568
2024
Q1 		$4.8M Sell
16,483
-387
-2% -$111K ﹤0.01% 575
2023
Q4 		$5.24M Buy
16,870
+1,297
+8% +$364K 0.01% 534
2023
Q3 		$4.45M Sell
15,573
-1,158
-7% -$358K 0.01% 529
2023
Q2 		$5.51M Buy
16,731
+1,408
+9% +$407K 0.01% 481
2023
Q1 		$4.5M Buy
15,323
+4,659
+44% +$1.32M 0.01% 505
2022
Q4 		$2.75M Buy
10,664
+798
+8% +$200K ﹤0.01% 593
2022
Q3 		$2.12M Sell
9,866
-245
-2% -$57.1K ﹤0.01% 614
2022
Q2 		$2.02M Sell
10,111
-119
-1% -$26.9K ﹤0.01% 620
2022
Q1 		$2.87M Buy
10,230
+1,550
+18% +$445K ﹤0.01% 554
2021
Q4 		$3.03M Buy
8,680
+1,436
+20% +$475K ﹤0.01% 511
2021
Q3 		$2.13M Buy
7,244
+557
+8% +$171K ﹤0.01% 567
2021
Q2 		$1.91M Buy
6,687
+512
+8% +$138K ﹤0.01% 571
2021
Q1 		$1.64M Buy
6,175
+87
+1% +$22.2K ﹤0.01% 558
2020
Q4 		$1.53M Buy
6,088
+34
+0.6% +$8.32K ﹤0.01% 547
2020
Q3 		$1.34M Sell
6,054
-48
-0.8% -$10.7K ﹤0.01% 521
2020
Q2 		$1.3M Sell
6,102
-122
-2% -$23.6K ﹤0.01% 482
2020
Q1 		$939K Sell
6,224
-179
-3% -$33.2K ﹤0.01% 491
2019
Q4 		$1.3M Buy
6,403
+146
+2% +$27.1K ﹤0.01% 469
2019
Q3 		$1.03M Sell
6,257
-70
-1% -$11.1K ﹤0.01% 481
2019
Q2 		$1.04M Sell
6,327
-205
-3% -$34.6K ﹤0.01% 469
2019
Q1 		$1.15M Buy
6,532
+393
+6% +$66.8K 0.01% 438
2018
Q4 		$924K Buy
6,139
+121
+2% +$20.2K ﹤0.01% 444
2018
Q3 		$1.13M Sell
6,018
-1,891
-24% -$338K 0.01% 405
2018
Q2 		$1.31M Sell
7,909
-393
-5% -$68.3K 0.01% 366
2018
Q1 		$1.45M Buy
8,302
+329
+4% +$62.4K 0.01% 337
2017
Q4 		$1.57M Buy
7,973
+350
+5% +$66.7K 0.01% 306
2017
Q3 		$1.36M Buy
7,623
+656
+9% +$109K 0.01% 305
2017
Q2 		$1.13M Buy
6,967
+335
+5% +$52.8K 0.01% 328
2017
Q1 		$1.03M Sell
6,632
-155
-2% -$23.2K 0.01% 327
2016
Q4 		$913K Buy
+6,787
New +$867K 0.01% 346
2016
Q3 		– Sell
-5,728
Closed -$658K – 1245
2016
Q2 		$658K Sell
5,728
-144
-2% -$16.5K 0.01% 362
2016
Q1 		$668K Buy
5,872
+351
+6% +$35.6K 0.01% 341
2015
Q4 		$566K Sell
5,521
-4,620
-46% -$485K 0.01% 334
2015
Q3 		$1.03M Buy
10,141
+1,199
+13% +$136K 0.02% 262
2015
Q2 		$1.11M Buy
8,942
+1,005
+13% +$121K 0.03% 243
2015
Q1 		$921K Buy
7,937
+3,604
+83% +$405K 0.03% 248
2014
Q4 		$482K Buy
4,333
+1,258
+41% +$138K 0.01% 301
2014
Q3 		$338K Buy
3,075
+209
+7% +$24.6K 0.01% 333
2014
Q2 		$359K Buy
2,866
+32
+1% +$3.94K 0.01% 310
2014
Q1 		$353K Sell
2,834
-308
-10% -$36.6K 0.01% 300
2013
Q4 		$371K Buy
3,142
+205
+7% +$22.8K 0.02% 297
2013
Q3 		$314K Buy
2,937
+99
+3% +$9.67K 0.02% 297
2013
Q2 		$236K Buy
+2,838
New +$245K 0.01% 321

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

Northwestern Mutual Wealth Management's ROK Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Rockwell Automation (ROK) stake by 13% in Q1 2026, buying an estimated $908K and bringing the position to 20,331 shares worth $7.3M. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Northwestern Mutual Wealth Management first reported a position in ROK in Q2 2013 and has held it in 51 quarters since. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Northwestern Mutual Wealth Management held 20,331 shares of Rockwell Automation worth $7.3M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 2,300 Rockwell Automation shares in Q1 2026, an estimated $908K.
  • Rockwell Automation made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #684 holding.
  • Northwestern Mutual Wealth Management first reported a position in Rockwell Automation in Q2 2013 and has held it in 51 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.