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ROK icon

Optimize Financial’s Rockwell Automation ROK Stock Holding History

Optimize Financial’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 		$341K Buy
950
+5
+0.5% +$1.97K 0.17% 235
2025
Q4 		$368K Buy
945
+12
+1% +$4.51K 0.19% 228
2025
Q3 		$326K Buy
+933
New +$322K 0.17% 251

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

Optimize Financial's ROK Position: Q1 2026 in Review

Optimize Financial increased its Rockwell Automation (ROK) stake by 0.53% in Q1 2026, buying an estimated $1.97K and bringing the position to 950 shares worth $341K. The position accounts for 0.17% of the portfolio, ranked #235.

Optimize Financial first reported a position in ROK in Q3 2025 and has held it in 3 quarters since. The position peaked at $368K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Optimize Financial held 950 shares of Rockwell Automation worth $341K as of Q1 2026.
  • Optimize Financial bought 5 Rockwell Automation shares in Q1 2026, an estimated $1.97K.
  • Rockwell Automation made up 0.17% of Optimize Financial's portfolio in Q1 2026, its #235 holding.
  • Optimize Financial first reported a position in Rockwell Automation in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Rockwell Automation position peaked at $368K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.