Optima Capital’s Rockwell Automation ROK Stock Holding History

Optima Capital’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	–	Sell	-4	Closed	-$1.56K	–	1048
2025 Q4	$1.56K	Buy	+4	New	+$1.5K	﹤0.01%	841

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 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

Optima Capital's ROK Position: Q1 2026 in Review

Optima Capital sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 4 shares — an estimated $1.56K sold.

Optima Capital first reported a position in ROK in Q4 2025 and held it in 1 quarter. The position peaked at $1.56K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Optima Capital reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 4 Rockwell Automation shares in Q1 2026, an estimated $1.56K.
Optima Capital first reported a position in Rockwell Automation in Q4 2025 and held it in 1 quarter.
Optima Capital's Rockwell Automation position peaked at $1.56K in Q4 2025.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.