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OmniStar Financial Group’s Rockwell Automation ROK Stock Holding History

OmniStar Financial Group’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 		$1.19M Buy
+3,311
New +$1.31M 0.62% 48
2021
Q2 		– Sell
-1,592
Closed -$429K – 164
2021
Q1 		$423K Sell
1,592
-407
-20% -$104K 0.54% 67
2020
Q4 		$501K Sell
1,999
-94
-4% -$23K 0.35% 79
2020
Q3 		$462K Sell
2,093
-434
-17% -$97K 0.35% 82
2020
Q2 		$538K Buy
2,527
+2,336
+1,223% +$452K 0.44% 76
2020
Q1 		$29K Buy
+191
New +$35.4K 0.03% 159

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

OmniStar Financial Group's ROK Position: Q1 2026 in Review

OmniStar Financial Group opened a new position in Rockwell Automation (ROK) in Q1 2026: 3,311 shares worth $1.19M. The stake represents 0.62% of the portfolio and ranks #48 among its holdings. This is a return to the name: OmniStar Financial Group previously reported a position in ROK as recently as Q1 2021.

OmniStar Financial Group first reported a position in ROK in Q1 2020 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • OmniStar Financial Group held 3,311 shares of Rockwell Automation worth $1.19M as of Q1 2026.
  • Rockwell Automation was a new OmniStar Financial Group position in Q1 2026.
  • Rockwell Automation made up 0.62% of OmniStar Financial Group's portfolio in Q1 2026, its #48 holding.
  • OmniStar Financial Group first reported a position in Rockwell Automation in Q1 2020 and has held it in 6 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on OmniStar Financial Group's 13F filing for Q1 2026, filed 15 May 2026.