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Phoenix Financial’s Rockwell Automation ROK Stock Holding History

Phoenix 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
2023
Q4 		– Sell
-3,000
Closed -$858K – 380
2023
Q3 		$858K Buy
+3,000
New +$928K 0.02% 234

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

Phoenix Financial's ROK Position: Q1 2026 in Review

Phoenix Financial increased its Rockwell Automation (ROK) stake by 185% in Q1 2026, buying an estimated $1.44M and bringing the position to 5,636 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #177.

Phoenix Financial first reported a position in ROK in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.5M in Q4 2023. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Phoenix Financial held 5,636 shares of Rockwell Automation worth $2.02M as of Q1 2026.
  • Phoenix Financial bought 3,658 Rockwell Automation shares in Q1 2026, an estimated $1.44M.
  • Rockwell Automation made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #177 holding.
  • Phoenix Financial first reported a position in Rockwell Automation in Q4 2022 and has held it in 10 quarters since.
  • Phoenix Financial's Rockwell Automation position peaked at $3.5M in Q4 2023.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.