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Savvy Advisors Inc’s Rockwell Automation ROK Stock Holding History

Savvy Advisors Inc’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 		$529K Buy
1,475
+236
+19% +$93.1K 0.01% 643
2025
Q4 		$482K Buy
1,239
+66
+6% +$24.8K 0.02% 578
2025
Q3 		$410K Buy
1,173
+40
+4% +$13.8K 0.02% 503
2025
Q2 		$376K Buy
1,133
+169
+18% +$48.1K 0.03% 430
2025
Q1 		$249K Buy
964
+219
+29% +$61K 0.03% 431
2024
Q4 		$213K Buy
+745
New +$210K 0.03% 421

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

Savvy Advisors Inc's ROK Position: Q1 2026 in Review

Savvy Advisors Inc increased its Rockwell Automation (ROK) stake by 19% in Q1 2026, buying an estimated $93.1K and bringing the position to 1,475 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #643.

Savvy Advisors Inc first reported a position in ROK in Q4 2024 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Savvy Advisors Inc held 1,475 shares of Rockwell Automation worth $529K as of Q1 2026.
  • Savvy Advisors Inc bought 236 Rockwell Automation shares in Q1 2026, an estimated $93.1K.
  • Rockwell Automation made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #643 holding.
  • Savvy Advisors Inc first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.