Resources Management Corp’s Rockwell Automation ROK Stock Holding History

Resources Management Corp’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	$454K	Sell	1,266 -18	-1%	-$7.1K	0.06%	145
2025 Q4	$500K	Sell	1,284 -45	-3%	-$16.9K	0.06%	140
2025 Q3	$465K	Hold	1,329	–	–	0.06%	143
2025 Q2	$441K	Hold	1,329	–	–	0.06%	155
2025 Q1	$343K	Sell	1,329 -199	-13%	-$55.4K	0.05%	176
2024 Q4	$437K	Hold	1,528	–	–	0.06%	175
2024 Q3	$410K	Buy	1,528 +1,278	+511%	+$339K	0.06%	180
2024 Q2	$69K	Hold	250	–	–	0.01%	274
2024 Q1	$73K	Hold	250	–	–	0.01%	269
2023 Q4	$78K	Hold	250	–	–	0.01%	270
2023 Q3	$71K	Buy	+250	New	+$77.3K	0.01%	276

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Resources Management Corp's ROK Position: Q1 2026 in Review

Resources Management Corp reduced its Rockwell Automation (ROK) stake by 1.4% in Q1 2026, selling an estimated $7.1K and leaving 1,266 shares worth $454K. The position accounts for 0.06% of the portfolio, ranked #145.

Resources Management Corp first reported a position in ROK in Q3 2023 and has held it in 11 quarters since. The position peaked at $500K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Resources Management Corp held 1,266 shares of Rockwell Automation worth $454K as of Q1 2026.
Resources Management Corp sold 18 Rockwell Automation shares in Q1 2026, an estimated $7.1K.
Rockwell Automation made up 0.06% of Resources Management Corp's portfolio in Q1 2026, its #145 holding.
Resources Management Corp first reported a position in Rockwell Automation in Q3 2023 and has held it in 11 quarters since.
Resources Management Corp's Rockwell Automation position peaked at $500K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.