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Plato Investment Management’s Rockwell Automation ROK Stock Holding History

Plato Investment Management’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 		$1.28M Hold
3,556
– – 0.09% 231
2025
Q4 		$1.39M Hold
3,556
– – 0.09% 218
2025
Q3 		$1.23M Hold
3,556
– – 0.08% 237
2025
Q2 		$1.18M Buy
3,556
+3,550
+59,167% +$1.01M 0.09% 233
2025
Q1 		$1.57K Hold
6
– – ﹤0.01% 514
2024
Q4 		$1.72K Hold
6
– – ﹤0.01% 569
2024
Q3 		$1.61K Sell
6
-2,066
-100% -$548K ﹤0.01% 527
2024
Q2 		$570K Hold
2,072
– – 0.05% 264
2024
Q1 		$604K Buy
2,072
+2,066
+34,433% +$595K 0.06% 253
2023
Q4 		$1.86K Buy
+6
New +$1.68K ﹤0.01% 413

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

Plato Investment Management's ROK Position: Q1 2026 in Review

Plato Investment Management held its Rockwell Automation (ROK) position steady in Q1 2026 at 3,556 shares worth $1.28M. The position accounts for 0.09% of the portfolio, ranked #231.

Plato Investment Management first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Plato Investment Management held 3,556 shares of Rockwell Automation worth $1.28M as of Q1 2026.
  • Plato Investment Management left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up 0.09% of Plato Investment Management's portfolio in Q1 2026, its #231 holding.
  • Plato Investment Management first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Rockwell Automation position peaked at $1.39M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.