Sequoia Financial Advisors’s Rockwell Automation ROK Stock Holding History

Sequoia Financial 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	$5M	Sell	13,939 -70	-0.5%	-$27.6K	0.03%	326
2025 Q4	$5.45M	Buy	14,009 +8,010	+134%	+$3.01M	0.03%	310
2025 Q3	$2.1M	Buy	5,999 +564	+10%	+$195K	0.01%	505
2025 Q2	$1.81M	Buy	5,435 +710	+15%	+$202K	0.01%	498
2025 Q1	$1.22M	Buy	4,725 +83	+2%	+$23.1K	0.01%	557
2024 Q4	$1.33M	Buy	4,642 +209	+5%	+$58.8K	0.01%	501
2024 Q3	$1.19M	Buy	4,433 +6	+0.1%	+$1.59K	0.01%	491
2024 Q2	$1.22M	Sell	4,427 -265	-6%	-$71.5K	0.01%	436
2024 Q1	$1.37M	Sell	4,692 -27,464	-85%	-$7.91M	0.02%	408
2023 Q4	$9.98M	Buy	32,156 +28,016	+677%	+$7.85M	0.12%	147
2023 Q3	$1.18M	Buy	4,140 +29	+0.7%	+$8.97K	0.02%	304
2023 Q2	$1.35M	Buy	4,111 +103	+3%	+$29.7K	0.02%	297
2023 Q1	$1.18M	Buy	4,008 +20	+0.5%	+$5.69K	0.03%	284
2022 Q4	$1.03M	Buy	3,988 +2,203	+123%	+$553K	0.03%	286
2022 Q3	$384K	Sell	1,785 -630	-26%	-$147K	0.01%	330
2022 Q2	$481K	Sell	2,415 -1,234	-34%	-$279K	0.01%	333
2022 Q1	$1.02M	Buy	3,649 +107	+3%	+$30.7K	0.03%	255
2021 Q4	$1.24M	Buy	3,542 +1,070	+43%	+$354K	0.03%	220
2021 Q3	$727K	Sell	2,472 -1,252	-34%	-$384K	0.07%	128
2021 Q2	$1.06M	Buy	3,724 +413	+12%	+$111K	0.04%	198
2021 Q1	$879K	Sell	3,311 -63	-2%	-$16.1K	0.04%	201
2020 Q4	$846K	Buy	3,374 +97	+3%	+$23.7K	0.04%	198
2020 Q3	$723K	Buy	3,277 +11	+0.3%	+$2.46K	0.04%	191
2020 Q2	$696K	Sell	3,266 -119	-4%	-$23K	0.04%	185
2020 Q1	$511K	Buy	3,385 +935	+38%	+$173K	0.04%	199
2019 Q4	$497K	Buy	2,450 +236	+11%	+$43.7K	0.03%	220
2019 Q3	$365K	Buy	2,214 +67	+3%	+$10.6K	0.03%	245
2019 Q2	$352K	Sell	2,147 -70	-3%	-$11.8K	0.03%	258
2019 Q1	$389K	Buy	2,217 +70	+3%	+$11.9K	0.03%	229
2018 Q4	$323K	Hold	2,147	–	–	0.04%	196
2018 Q3	$403K	Hold	2,147	–	–	0.04%	183
2018 Q2	$357K	Hold	2,147	–	–	0.04%	195
2018 Q1	$374K	Hold	2,147	–	–	0.04%	195
2017 Q4	$422K	Sell	2,147 -52	-2%	-$9.91K	0.04%	186
2017 Q3	$392K	Buy	2,199 +173	+9%	+$28.8K	0.05%	177
2017 Q2	$328K	Hold	2,026	–	–	0.04%	196
2017 Q1	$315K	Hold	2,026	–	–	0.04%	191
2016 Q4	$272K	Buy	2,026 +249	+14%	+$31.8K	0.04%	212
2016 Q3	$217K	Hold	1,777	–	–	0.04%	216
2016 Q2	$204K	Hold	1,777	–	–	0.06%	225
2016 Q1	$202K	Buy	+1,777	New	+$180K	0.07%	182
2015 Q3	–	Sell	-1,614	Closed	-$201K	–	191
2015 Q2	$201K	Buy	+1,614	New	+$194K	0.08%	181

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sequoia Financial Advisors's ROK Position: Q1 2026 in Review

Sequoia Financial Advisors reduced its Rockwell Automation (ROK) stake by 0.5% in Q1 2026, selling an estimated $27.6K and leaving 13,939 shares worth $5M. The position accounts for 0.03% of the portfolio, ranked #326.

Sequoia Financial Advisors first reported a position in ROK in Q2 2015 and has held it in 42 quarters since. The position peaked at $9.98M in Q4 2023. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Sequoia Financial Advisors held 13,939 shares of Rockwell Automation worth $5M as of Q1 2026.
Sequoia Financial Advisors sold 70 Rockwell Automation shares in Q1 2026, an estimated $27.6K.
Rockwell Automation made up 0.03% of Sequoia Financial Advisors's portfolio in Q1 2026, its #326 holding.
Sequoia Financial Advisors first reported a position in Rockwell Automation in Q2 2015 and has held it in 42 quarters since.
Sequoia Financial Advisors's Rockwell Automation position peaked at $9.98M in Q4 2023.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.