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Rakuten Securities’s Rockwell Automation ROK Stock Holding History

Rakuten 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 		$53.5K Buy
149
+104
+231% +$41K 0.02% 228
2025
Q4 		$17.5K Buy
45
+27
+150% +$10.1K 0.01% 347
2025
Q3 		$6.29K Buy
18
+8
+80% +$2.76K ﹤0.01% 478
2025
Q2 		$3.32K Buy
10
+7
+233% +$1.99K ﹤0.01% 540
2025
Q1 		$775 Sell
3
-1
-25% -$278 ﹤0.01% 692
2024
Q4 		$1.14K Sell
4
-2
-33% -$563 ﹤0.01% 612
2024
Q3 		$1.61K Buy
6
+2
+50% +$531 ﹤0.01% 527
2024
Q2 		$1.1K Hold
4
– – ﹤0.01% 544
2024
Q1 		$1.17K Buy
4
+2
+100% +$576 ﹤0.01% 555
2023
Q4 		$621 Buy
+2
New +$561 ﹤0.01% 503

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 Securities's ROK Position: Q1 2026 in Review

Rakuten Securities increased its Rockwell Automation (ROK) stake by 231% in Q1 2026, buying an estimated $41K and bringing the position to 149 shares worth $53.5K. The position accounts for 0.02% of the portfolio, ranked #228.

Rakuten 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.

  • Rakuten Securities held 149 shares of Rockwell Automation worth $53.5K as of Q1 2026.
  • Rakuten Securities bought 104 Rockwell Automation shares in Q1 2026, an estimated $41K.
  • Rockwell Automation made up 0.02% of Rakuten Securities's portfolio in Q1 2026, its #228 holding.
  • Rakuten 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 Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.