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S.E.E.D. Planning Group’s Rockwell Automation ROK Stock Holding History

S.E.E.D. Planning 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 		$430K Buy
1,197
+347
+41% +$137K 0.12% 67
2025
Q4 		$331K Sell
850
-18
-2% -$6.77K 0.09% 68
2025
Q3 		$303K Sell
868
-989
-53% -$342K 0.09% 69
2025
Q2 		$617K Sell
1,857
-43
-2% -$12.3K 0.19% 58
2025
Q1 		$491K Sell
1,900
-57
-3% -$15.9K 0.17% 63
2024
Q4 		$559K Sell
1,957
-5
-0.3% -$1.41K 0.19% 65
2024
Q3 		$527K Sell
1,962
-66
-3% -$17.5K 0.17% 64
2024
Q2 		$558K Buy
2,028
+181
+10% +$48.8K 0.2% 61
2024
Q1 		$538K Buy
1,847
+353
+24% +$102K 0.2% 62
2023
Q4 		$464K Sell
1,494
-281
-16% -$78.8K 0.19% 59
2023
Q3 		$507K Buy
1,775
+9
+0.5% +$2.78K 0.2% 55
2023
Q2 		$582K Buy
1,766
+378
+27% +$109K 0.2% 57
2023
Q1 		$407K Buy
1,388
+354
+34% +$101K 0.16% 62
2022
Q4 		$266K Buy
+1,034
New +$260K 0.12% 70

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

S.E.E.D. Planning Group's ROK Position: Q1 2026 in Review

S.E.E.D. Planning Group increased its Rockwell Automation (ROK) stake by 41% in Q1 2026, buying an estimated $137K and bringing the position to 1,197 shares worth $430K. The position accounts for 0.12% of the portfolio, ranked #67.

S.E.E.D. Planning Group first reported a position in ROK in Q4 2022 and has held it in 14 quarters since. The position peaked at $617K in Q2 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • S.E.E.D. Planning Group held 1,197 shares of Rockwell Automation worth $430K as of Q1 2026.
  • S.E.E.D. Planning Group bought 347 Rockwell Automation shares in Q1 2026, an estimated $137K.
  • Rockwell Automation made up 0.12% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #67 holding.
  • S.E.E.D. Planning Group first reported a position in Rockwell Automation in Q4 2022 and has held it in 14 quarters since.
  • S.E.E.D. Planning Group's Rockwell Automation position peaked at $617K in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.