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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
Q1 		$21.4K Buy
58
+22
+61% +$8.68K ﹤0.01% 987
2025
Q4 		$14K Buy
36
+26
+260% +$9.77K ﹤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 $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

Rossby Financial's ROK Position: Q1 2026 in Review

Rossby Financial increased its Rockwell Automation (ROK) stake by 61% in Q1 2026, buying an estimated $8.68K and bringing the position to 58 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Rossby Financial first reported a position in ROK in Q1 2025 and has held it in 5 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Rossby Financial held 58 shares of Rockwell Automation worth $21.4K as of Q1 2026.
  • Rossby Financial bought 22 Rockwell Automation shares in Q1 2026, an estimated $8.68K.
  • Rockwell Automation made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #987 holding.
  • Rossby Financial first reported a position in Rockwell Automation in Q1 2025 and has held it in 5 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.