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Sanctuary Advisors’s Rockwell Automation ROK Stock Holding History

Sanctuary Advisors’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 		$6.37M Buy
17,747
+819
+5% +$323K 0.03% 490
2025
Q4 		$6.59M Buy
16,928
+29
+0.2% +$10.9K 0.04% 482
2025
Q3 		$5.91M Buy
16,899
+3,108
+23% +$1.07M 0.03% 486
2025
Q2 		$4.58M Buy
13,791
+988
+8% +$281K 0.03% 541
2025
Q1 		$3.31M Sell
12,803
-129
-1% -$35.9K 0.02% 603
2024
Q4 		$3.61M Sell
12,932
-279
-2% -$78.5K 0.02% 628
2024
Q3 		$3.84M Sell
13,211
-102
-0.8% -$27.1K 0.02% 598
2024
Q2 		$3.73M Buy
+13,313
New +$3.59M 0.03% 558

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

Sanctuary Advisors's ROK Position: Q1 2026 in Review

Sanctuary Advisors increased its Rockwell Automation (ROK) stake by 4.8% in Q1 2026, buying an estimated $323K and bringing the position to 17,747 shares worth $6.37M. The position accounts for 0.03% of the portfolio, ranked #490.

Sanctuary Advisors first reported a position in ROK in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.59M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Sanctuary Advisors held 17,747 shares of Rockwell Automation worth $6.37M as of Q1 2026.
  • Sanctuary Advisors bought 819 Rockwell Automation shares in Q1 2026, an estimated $323K.
  • Rockwell Automation made up 0.03% of Sanctuary Advisors's portfolio in Q1 2026, its #490 holding.
  • Sanctuary Advisors first reported a position in Rockwell Automation in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Rockwell Automation position peaked at $6.59M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.