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Siemens Fonds Invest’s Rockwell Automation ROK Stock Holding History

Siemens Fonds Invest’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 		$941K Buy
2,622
+39
+2% +$15.4K 0.05% 244
2025
Q4 		$1.02M Buy
2,583
+398
+18% +$150K 0.05% 239
2025
Q3 		$764K Hold
2,185
– – 0.04% 264
2025
Q2 		$726K Buy
2,185
+249
+13% +$70.9K 0.04% 266
2025
Q1 		$500K Buy
1,936
+86
+5% +$23.9K 0.03% 281
2024
Q4 		$528K Hold
1,850
– – 0.04% 286
2024
Q3 		$497K Sell
1,850
-75
-4% -$19.9K 0.04% 273
2024
Q2 		$530K Buy
1,925
+124
+7% +$33.5K 0.04% 263
2024
Q1 		$525K Sell
1,801
-63
-3% -$18.1K 0.04% 272
2023
Q4 		$579K Buy
1,864
+134
+8% +$37.6K 0.05% 255
2023
Q3 		$495K Buy
1,730
+437
+34% +$135K 0.05% 249
2023
Q2 		$424K Hold
1,293
– – 0.04% 269
2023
Q1 		$379K Sell
1,293
-15
-1% -$4.27K 0.04% 283
2022
Q4 		$337K Sell
1,308
-154
-11% -$38.7K 0.03% 290
2022
Q3 		$314K Sell
1,462
-91
-6% -$21.2K 0.04% 308
2022
Q2 		$310K Hold
1,553
– – 0.03% 321
2022
Q1 		$435K Hold
1,553
– – 0.04% 291
2021
Q4 		$539K Buy
1,553
+316
+26% +$105K 0.04% 270
2021
Q3 		$364K Buy
+1,237
New +$380K 0.02% 309

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

Siemens Fonds Invest's ROK Position: Q1 2026 in Review

Siemens Fonds Invest increased its Rockwell Automation (ROK) stake by 1.5% in Q1 2026, buying an estimated $15.4K and bringing the position to 2,622 shares worth $941K. The position accounts for 0.05% of the portfolio, ranked #244.

Siemens Fonds Invest first reported a position in ROK in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Siemens Fonds Invest held 2,622 shares of Rockwell Automation worth $941K as of Q1 2026.
  • Siemens Fonds Invest bought 39 Rockwell Automation shares in Q1 2026, an estimated $15.4K.
  • Rockwell Automation made up 0.05% of Siemens Fonds Invest's portfolio in Q1 2026, its #244 holding.
  • Siemens Fonds Invest first reported a position in Rockwell Automation in Q3 2021 and has held it in 19 quarters since.
  • Siemens Fonds Invest's Rockwell Automation position peaked at $1.02M in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.