Salomon & Ludwin
ROK icon

Salomon & Ludwin’s Rockwell Automation ROK Stock Holding History

Salomon & Ludwin’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 		$17.4K Hold
40
– – ﹤0.01% 1027
2026
Q2 		$19.3K Hold
40
– – ﹤0.01% 1174
2026
Q1 		$14.6K Hold
40
– – ﹤0.01% 1303
2025
Q4 		$16.2K Hold
40
– – ﹤0.01% 1066
2025
Q3 		$14K Buy
+40
New +$13.8K ﹤0.01% 1055

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

Salomon & Ludwin's ROK Position: Q3 2026 in Review

Salomon & Ludwin held its Rockwell Automation (ROK) position steady in Q3 2026 at 40 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Salomon & Ludwin first reported a position in ROK in Q3 2025 and has held it in 5 quarters since. The position peaked at $19.3K in Q2 2026. 1,304 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Salomon & Ludwin held 40 shares of Rockwell Automation worth $17.4K as of Q3 2026.
  • Salomon & Ludwin left its Rockwell Automation share count unchanged in Q3 2026.
  • Rockwell Automation made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1027 holding.
  • Salomon & Ludwin first reported a position in Rockwell Automation in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's Rockwell Automation position peaked at $19.3K in Q2 2026.
  • 1,304 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.