PS
ROK icon

Principal Securities’s Rockwell Automation ROK Stock Holding History

Principal Securities’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 		$527K Buy
1,469
+197
+15% +$77.7K 0.01% 964
2025
Q4 		$495K Buy
1,272
+313
+33% +$118K 0.01% 947
2025
Q3 		$335K Sell
959
-175
-15% -$60.4K 0.01% 1074
2025
Q2 		$377K Buy
1,134
+17
+2% +$4.84K 0.01% 979
2025
Q1 		$319K Hold
1,117
– – 0.01% 944
2024
Q4 		$319K Buy
1,117
+182
+19% +$51.2K 0.01% 940
2024
Q3 		$251K Buy
935
+11
+1% +$2.92K 0.01% 1012
2024
Q2 		$254K Sell
924
-46
-5% -$12.4K 0.01% 952
2024
Q1 		$283K Buy
970
+72
+8% +$20.7K 0.01% 882
2023
Q4 		$279K Buy
+898
New +$252K 0.01% 817

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

Principal Securities's ROK Position: Q1 2026 in Review

Principal Securities increased its Rockwell Automation (ROK) stake by 15% in Q1 2026, buying an estimated $77.7K and bringing the position to 1,469 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #964.

Principal Securities first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Principal Securities held 1,469 shares of Rockwell Automation worth $527K as of Q1 2026.
  • Principal Securities bought 197 Rockwell Automation shares in Q1 2026, an estimated $77.7K.
  • Rockwell Automation made up 0.01% of Principal Securities's portfolio in Q1 2026, its #964 holding.
  • Principal Securities first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.