RCAG
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Rehmann Capital Advisory Group’s Rockwell Automation ROK Stock Holding History

Rehmann Capital Advisory Group’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 		$484K Buy
1,348
+42
+3% +$16.6K 0.03% 408
2025
Q4 		$508K Buy
1,306
+31
+2% +$11.7K 0.03% 386
2025
Q3 		$446K Hold
1,275
– – 0.02% 408
2025
Q2 		$424K Sell
1,275
-57
-4% -$16.2K 0.03% 389
2025
Q1 		$344K Buy
1,332
+105
+9% +$29.2K 0.02% 448
2024
Q4 		$351K Buy
1,227
+52
+4% +$14.6K 0.02% 432
2024
Q3 		$315K Buy
1,175
+6
+0.5% +$1.59K 0.02% 451
2024
Q2 		$322K Buy
1,169
+16
+1% +$4.32K 0.02% 428
2024
Q1 		$336K Sell
1,153
-86
-7% -$24.8K 0.03% 418
2023
Q4 		$385K Sell
1,239
-3
-0.2% -$841 0.03% 368
2023
Q3 		$355K Sell
1,242
-10
-0.8% -$3.09K 0.03% 364
2023
Q2 		$412K Buy
1,252
+73
+6% +$21.1K 0.04% 343
2023
Q1 		$346K Buy
1,179
+30
+3% +$8.53K 0.03% 388
2022
Q4 		$296K Buy
1,149
+72
+7% +$18.1K 0.03% 420
2022
Q3 		$232K Sell
1,077
-44
-4% -$10.3K 0.03% 450
2022
Q2 		$223K Buy
1,121
+87
+8% +$19.6K 0.02% 440
2022
Q1 		$290K Sell
1,034
-92
-8% -$26.4K 0.03% 414
2021
Q4 		$393K Buy
1,126
+84
+8% +$27.8K 0.04% 372
2021
Q3 		$306K Sell
1,042
-29
-3% -$8.9K 0.03% 431
2021
Q2 		$306K Sell
1,071
-26
-2% -$7.01K 0.03% 427
2021
Q1 		$291K Sell
1,097
-22
-2% -$5.61K 0.03% 412
2020
Q4 		$281K Sell
1,119
-17
-1% -$4.16K 0.03% 388
2020
Q3 		$251K Buy
1,136
+51
+5% +$11.4K 0.03% 359
2020
Q2 		$231K Buy
+1,085
New +$210K 0.03% 374
2019
Q3 		$159K Buy
963
+875
+994% +$138K 0.02% 346
2019
Q2 		$14.4K Sell
88
-27
-23% -$4.56K ﹤0.01% 1235
2019
Q1 		$20.2K Buy
115
+26
+29% +$4.42K ﹤0.01% 1122
2018
Q4 		$13.4K Buy
89
+11
+14% +$1.83K ﹤0.01% 967
2018
Q3 		$14.6K Hold
78
– – ﹤0.01% 1229
2018
Q2 		$13K Sell
78
-492
-86% -$85.5K ﹤0.01% 1251
2018
Q1 		$99K Buy
+570
New +$108K 0.02% 545

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

Rehmann Capital Advisory Group's ROK Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its Rockwell Automation (ROK) stake by 3.2% in Q1 2026, buying an estimated $16.6K and bringing the position to 1,348 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #408.

Rehmann Capital Advisory Group first reported a position in ROK in Q1 2018 and has held it in 31 quarters since. The position peaked at $508K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Rehmann Capital Advisory Group held 1,348 shares of Rockwell Automation worth $484K as of Q1 2026.
  • Rehmann Capital Advisory Group bought 42 Rockwell Automation shares in Q1 2026, an estimated $16.6K.
  • Rockwell Automation made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #408 holding.
  • Rehmann Capital Advisory Group first reported a position in Rockwell Automation in Q1 2018 and has held it in 31 quarters since.
  • Rehmann Capital Advisory Group's Rockwell Automation position peaked at $508K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.