Rossby Financial
ROK icon

Rossby Financial’s Rockwell Automation ROK Stock Holding History

Rossby Financial’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
Q3 		$70.6K Buy
162
+127
+363% +$56.5K 0.01% 809
2026
Q2 		$17.4K Sell
35
-23
-40% -$10K ﹤0.01% 1004
2026
Q1 		$21.4K Buy
58
+22
+61% +$8.68K ﹤0.01% 987
2025
Q4 		$14K Buy
36
+26
+260% +$9.8K ﹤0.01% 833
2025
Q3 		$3.49K Hold
10
– – ﹤0.01% 1043
2025
Q2 		$3.32K Hold
10
– – ﹤0.01% 962
2025
Q1 		$2.48K Buy
+10
New +$2.78K ﹤0.01% 900

Other funds holding ROK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Rossby Financial's ROK Position: Q3 2026 in Review

Rossby Financial increased its Rockwell Automation (ROK) stake by 363% in Q3 2026, buying an estimated $56.5K and bringing the position to 162 shares worth $70.6K. The position accounts for 0.01% of the portfolio, ranked #809.

Rossby Financial first reported a position in ROK in Q1 2025 and has held it in 7 quarters since. 1,304 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Rossby Financial held 162 shares of Rockwell Automation worth $70.6K as of Q3 2026.
  • Rossby Financial bought 127 Rockwell Automation shares in Q3 2026, an estimated $56.5K.
  • Rockwell Automation made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #809 holding.
  • Rossby Financial first reported a position in Rockwell Automation in Q1 2025 and has held it in 7 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.