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Ritholtz Wealth Management’s Rockwell Automation ROK Stock Holding History

Ritholtz Wealth 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 		$385K Buy
1,073
+88
+9% +$34.7K 0.01% 884
2025
Q4 		$383K Buy
985
+180
+22% +$67.7K 0.01% 808
2025
Q3 		$281K Buy
805
+14
+2% +$4.83K 0.01% 861
2025
Q2 		$263K Buy
+791
New +$225K 0.01% 839
2025
Q1 		– Sell
-719
Closed -$205K – 962
2024
Q4 		$205K Sell
719
-78
-10% -$21.9K 0.01% 807
2024
Q3 		$214K Buy
+797
New +$212K 0.01% 801
2024
Q2 		– Sell
-734
Closed -$214K – 861
2024
Q1 		$214K Buy
734
+32
+5% +$9.22K 0.01% 732
2023
Q4 		$218K Sell
702
-20
-3% -$5.61K 0.01% 682
2023
Q3 		$206K Sell
722
-398
-36% -$123K 0.01% 641
2023
Q2 		$369K Sell
1,120
-156
-12% -$45K 0.02% 494
2023
Q1 		$374K Buy
1,276
+76
+6% +$21.6K 0.02% 467
2022
Q4 		$309K Sell
1,200
-1,530
-56% -$384K 0.02% 453
2022
Q3 		$587K Buy
+2,730
New +$637K 0.03% 357
2022
Q2 		– Sell
-1,231
Closed -$345K – 593
2022
Q1 		$345K Hold
1,231
– – 0.02% 388
2021
Q4 		$429K Sell
1,231
-1
-0.1% -$331 0.03% 331
2021
Q3 		$362K Sell
1,232
-21
-2% -$6.45K 0.03% 339
2021
Q2 		$358K Sell
1,253
-62
-5% -$16.7K 0.03% 333
2021
Q1 		$349K Buy
+1,315
New +$335K 0.03% 276

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

Ritholtz Wealth Management's ROK Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Rockwell Automation (ROK) stake by 8.9% in Q1 2026, buying an estimated $34.7K and bringing the position to 1,073 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #884.

Ritholtz Wealth Management first reported a position in ROK in Q1 2021 and has held it in 18 quarters since. The position peaked at $587K in Q3 2022. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Ritholtz Wealth Management held 1,073 shares of Rockwell Automation worth $385K as of Q1 2026.
  • Ritholtz Wealth Management bought 88 Rockwell Automation shares in Q1 2026, an estimated $34.7K.
  • Rockwell Automation made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #884 holding.
  • Ritholtz Wealth Management first reported a position in Rockwell Automation in Q1 2021 and has held it in 18 quarters since.
  • Ritholtz Wealth Management's Rockwell Automation position peaked at $587K in Q3 2022.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.