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ROK icon

SignatureFD’s Rockwell Automation ROK Stock Holding History

SignatureFD’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 		$733K Buy
2,041
+2
+0.1% +$789 0.01% 477
2025
Q4 		$793K Buy
2,039
+226
+12% +$85K 0.01% 438
2025
Q3 		$634K Buy
1,813
+23
+1% +$7.94K 0.01% 510
2025
Q2 		$595K Sell
1,790
-174
-9% -$49.6K 0.01% 508
2025
Q1 		$508K Sell
1,964
-528
-21% -$147K 0.01% 526
2024
Q4 		$712K Buy
2,492
+126
+5% +$35.4K 0.01% 418
2024
Q3 		$635K Sell
2,366
-85
-3% -$22.6K 0.01% 451
2024
Q2 		$675K Sell
2,451
-152
-6% -$41K 0.01% 414
2024
Q1 		$758K Buy
2,603
+6
+0.2% +$1.73K 0.02% 386
2023
Q4 		$806K Sell
2,597
-3
-0.1% -$841 0.02% 334
2023
Q3 		$743K Buy
2,600
+493
+23% +$152K 0.02% 317
2023
Q2 		$694K Sell
2,107
-86
-4% -$24.8K 0.02% 345
2023
Q1 		$643K Sell
2,193
-651
-23% -$185K 0.02% 350
2022
Q4 		$733K Buy
2,844
+122
+4% +$30.6K 0.02% 295
2022
Q3 		$586K Buy
2,722
+308
+13% +$71.8K 0.02% 326
2022
Q2 		$481K Buy
2,414
+496
+26% +$112K 0.02% 379
2022
Q1 		$537K Sell
1,918
-160
-8% -$46K 0.02% 376
2021
Q4 		$725K Buy
2,078
+159
+8% +$52.6K 0.02% 283
2021
Q3 		$564K Buy
1,919
+78
+4% +$23.9K 0.02% 330
2021
Q2 		$527K Buy
1,841
+309
+20% +$83.3K 0.02% 343
2021
Q1 		$407K Buy
1,532
+49
+3% +$12.5K 0.02% 364
2020
Q4 		$372K Buy
1,483
+6
+0.4% +$1.47K 0.02% 344
2020
Q3 		$326K Buy
1,477
+630
+74% +$141K 0.02% 338
2020
Q2 		$180K Sell
847
-129
-13% -$25K 0.01% 490
2020
Q1 		$147K Buy
976
+120
+14% +$22.2K 0.01% 504
2019
Q4 		$173K Buy
856
+112
+15% +$20.8K 0.01% 509
2019
Q3 		$123K Sell
744
-42
-5% -$6.64K 0.01% 571
2019
Q2 		$129K Buy
786
+69
+10% +$11.7K 0.01% 532
2019
Q1 		$126K Sell
717
-49
-6% -$8.33K 0.01% 544
2018
Q4 		$115K Buy
766
+125
+20% +$20.9K 0.01% 542
2018
Q3 		$120K Sell
641
-83
-11% -$14.9K 0.01% 574
2018
Q2 		$120K Sell
724
-86
-11% -$14.9K 0.01% 558
2018
Q1 		$141K Buy
+810
New +$154K 0.02% 423
2016
Q4 		– Sell
-369
Closed -$45K – 1000
2016
Q3 		$45K Buy
369
+88
+31% +$10.3K 0.01% 564
2016
Q2 		$32K Buy
281
+114
+68% +$13.1K ﹤0.01% 588
2016
Q1 		$19K Buy
167
+145
+659% +$14.7K ﹤0.01% 689
2015
Q4 		$2K Sell
22
-57
-72% -$5.98K ﹤0.01% 1107
2015
Q3 		$8K Sell
79
-13
-14% -$1.47K ﹤0.01% 730
2015
Q2 		$11K Buy
92
+35
+61% +$4.22K ﹤0.01% 604
2015
Q1 		$7K Buy
57
+6
+12% +$674 ﹤0.01% 610
2014
Q4 		$6K Buy
+51
New +$5.59K ﹤0.01% 590
2013
Q4 		– Sell
-62
Closed -$7K – 791
2013
Q3 		$7K Buy
+62
New +$6.06K ﹤0.01% 451

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

SignatureFD's ROK Position: Q1 2026 in Review

SignatureFD increased its Rockwell Automation (ROK) stake by 0.1% in Q1 2026, buying an estimated $789 and bringing the position to 2,041 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #477.

SignatureFD first reported a position in ROK in Q3 2013 and has held it in 42 quarters since. The position peaked at $806K in Q4 2023. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • SignatureFD held 2,041 shares of Rockwell Automation worth $733K as of Q1 2026.
  • SignatureFD bought 2 Rockwell Automation shares in Q1 2026, an estimated $789.
  • Rockwell Automation made up 0.01% of SignatureFD's portfolio in Q1 2026, its #477 holding.
  • SignatureFD first reported a position in Rockwell Automation in Q3 2013 and has held it in 42 quarters since.
  • SignatureFD's Rockwell Automation position peaked at $806K in Q4 2023.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.