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Silvercrest Asset Management’s Rockwell Automation ROK Stock Holding History

Silvercrest Asset Management’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 		$5.24M Buy
14,595
+12,464
+585% +$4.92M 0.04% 419
2025
Q4 		$829K Hold
2,131
– – 0.01% 634
2025
Q3 		$745K Hold
2,131
– – ﹤0.01% 651
2025
Q2 		$708K Hold
2,131
– – ﹤0.01% 667
2025
Q1 		$551K Buy
+2,131
New +$593K ﹤0.01% 682

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

Silvercrest Asset Management's ROK Position: Q1 2026 in Review

Silvercrest Asset Management increased its Rockwell Automation (ROK) stake by 585% in Q1 2026, buying an estimated $4.92M and bringing the position to 14,595 shares worth $5.24M. The position accounts for 0.04% of the portfolio, ranked #419.

Silvercrest Asset Management first reported a position in ROK in Q1 2025 and has held it in 5 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Silvercrest Asset Management held 14,595 shares of Rockwell Automation worth $5.24M as of Q1 2026.
  • Silvercrest Asset Management bought 12,464 Rockwell Automation shares in Q1 2026, an estimated $4.92M.
  • Rockwell Automation made up 0.04% of Silvercrest Asset Management's portfolio in Q1 2026, its #419 holding.
  • Silvercrest Asset Management first reported a position in Rockwell Automation in Q1 2025 and has held it in 5 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.