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Rakuten Investment Management’s Rockwell Automation ROK Stock Holding History

Rakuten 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 		$5.81M Buy
16,679
+1,902
+13% +$751K 0.01% 233
2025
Q4 		$5.86M Buy
14,777
+11,655
+373% +$4.38M 0.02% 249
2025
Q3 		$964K Buy
+3,122
New +$1.08M ﹤0.01% 483
2025
Q1 		$2.67M Buy
+10,330
New +$2.88M 0.01% 316

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

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

Rakuten Investment Management increased its Rockwell Automation (ROK) stake by 13% in Q1 2026, buying an estimated $751K and bringing the position to 16,679 shares worth $5.81M. The position accounts for 0.01% of the portfolio, ranked #233.

Rakuten Investment Management first reported a position in ROK in Q1 2025 and has held it in 4 quarters since. The position peaked at $5.86M in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Rakuten Investment Management held 16,679 shares of Rockwell Automation worth $5.81M as of Q1 2026.
  • Rakuten Investment Management bought 1,902 Rockwell Automation shares in Q1 2026, an estimated $751K.
  • Rockwell Automation made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #233 holding.
  • Rakuten Investment Management first reported a position in Rockwell Automation in Q1 2025 and has held it in 4 quarters since.
  • Rakuten Investment Management's Rockwell Automation position peaked at $5.86M in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.