PDL
ROK icon

Portfolio Design Labs’s Rockwell Automation ROK Stock Holding History

Portfolio Design Labs’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 		$430K Buy
1,197
+617
+106% +$243K 0.08% 173
2025
Q4 		$226K Buy
+580
New +$218K 0.04% 186

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

Portfolio Design Labs's ROK Position: Q1 2026 in Review

Portfolio Design Labs increased its Rockwell Automation (ROK) stake by 106% in Q1 2026, buying an estimated $243K and bringing the position to 1,197 shares worth $430K. The position accounts for 0.08% of the portfolio, ranked #173.

Portfolio Design Labs first reported a position in ROK in Q4 2025 and has held it in 2 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Portfolio Design Labs held 1,197 shares of Rockwell Automation worth $430K as of Q1 2026.
  • Portfolio Design Labs bought 617 Rockwell Automation shares in Q1 2026, an estimated $243K.
  • Rockwell Automation made up 0.08% of Portfolio Design Labs's portfolio in Q1 2026, its #173 holding.
  • Portfolio Design Labs first reported a position in Rockwell Automation in Q4 2025 and has held it in 2 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.