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Paladin Advisory Group’s Rockwell Automation ROK Stock Holding History

Paladin Advisory 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
2023
Q1 		– Sell
-105
Closed -$27K – 441
2022
Q4 		$27K Hold
105
– – 0.02% 186
2022
Q3 		$22K Hold
105
– – 0.02% 200
2022
Q2 		$20K Buy
+105
New +$23.7K 0.02% 206
2022
Q1 		– Sell
-105
Closed -$36K – 458
2021
Q4 		$36K Buy
+105
New +$34.8K 0.03% 191

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

Paladin Advisory Group's ROK Position: Q1 2026 in Review

Paladin Advisory Group held its Rockwell Automation (ROK) position steady in Q1 2026 at 37 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #199.

Paladin Advisory Group first reported a position in ROK in Q1 2022 and has held it in 14 quarters since. The position peaked at $34.6K in Q2 2023. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Paladin Advisory Group held 37 shares of Rockwell Automation worth $13.3K as of Q1 2026.
  • Paladin Advisory Group left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up 0.01% of Paladin Advisory Group's portfolio in Q1 2026, its #199 holding.
  • Paladin Advisory Group first reported a position in Rockwell Automation in Q1 2022 and has held it in 14 quarters since.
  • Paladin Advisory Group's Rockwell Automation position peaked at $34.6K in Q2 2023.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.