Simplex Trading’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.99M | Buy |
8,320
+174
| +2% | +$68.7K | ﹤0.01% | 1506 |
|
|
2025
Q4 | $3.17M | Buy |
+8,146
| New | +$3.06M | ﹤0.01% | 1614 |
|
|
2025
Q3 | – | Sell |
-1,071
| Closed | -$370K | – | 9915 |
|
|
2025
Q2 | $355K | Buy |
+1,071
| New | +$305K | ﹤0.01% | 3878 |
|
|
2025
Q1 | – | Sell |
-3,865
| Closed | -$1.08M | – | 9489 |
|
|
2024
Q4 | $1.1M | Buy |
3,865
+583
| +18% | +$164K | ﹤0.01% | 2744 |
|
|
2024
Q3 | $881K | Sell |
3,282
-1,157
| -26% | -$307K | ﹤0.01% | 3037 |
|
|
2024
Q2 | $1.22M | Buy |
+4,439
| New | +$1.2M | ﹤0.01% | 2712 |
|
|
2023
Q3 | – | Sell |
-2,113
| Closed | -$653K | – | 9651 |
|
|
2023
Q2 | $696K | Buy |
+2,113
| New | +$610K | ﹤0.01% | 2967 |
|
|
2023
Q1 | – | Sell |
-6,009
| Closed | -$1.71M | – | 9967 |
|
|
2022
Q4 | $1.55M | Buy |
+6,009
| New | +$1.51M | ﹤0.01% | 2070 |
|
|
2022
Q3 | – | Sell |
-10,105
| Closed | -$2.36M | – | 10744 |
|
|
2022
Q2 | $2.01M | Buy |
+10,105
| New | +$2.28M | ﹤0.01% | 1862 |
|
|
2022
Q1 | – | Sell |
-4,576
| Closed | -$1.31M | – | 11246 |
|
|
2021
Q4 | $1.6M | Buy |
+4,576
| New | +$1.52M | ﹤0.01% | 2284 |
|
|
2020
Q4 | – | Sell |
-4,987
| Closed | -$1.22M | – | 8959 |
|
|
2020
Q3 | $1.1M | Buy |
4,987
+4,927
| +8,212% | +$1.1M | ﹤0.01% | 2131 |
|
|
2020
Q2 | $12K | Hold |
60
| – | – | ﹤0.01% | 6557 |
|
|
2020
Q1 | $9K | Buy |
+60
| New | +$11.1K | ﹤0.01% | 6546 |
|
|
2019
Q4 | – | Sell |
-5,241
| Closed | -$971K | – | 7872 |
|
|
2019
Q3 | $863K | Buy |
+5,241
| New | +$828K | ﹤0.01% | 2081 |
|
|
2019
Q2 | – | Sell |
-714
| Closed | -$121K | – | 7678 |
|
|
2019
Q1 | $125K | Buy |
+714
| New | +$121K | ﹤0.01% | 4108 |
|
|
2018
Q3 | – | Sell |
-9,114
| Closed | -$1.63M | – | 7954 |
|
|
2018
Q2 | $1.51M | Buy |
+9,114
| New | +$1.58M | 0.01% | 1379 |
|
|
2017
Q3 | – | Sell |
-1,735
| Closed | -$289K | – | 6523 |
|
|
2017
Q2 | $281K | Buy |
1,735
+1,633
| +1,601% | +$258K | 0.01% | 991 |
|
|
2017
Q1 | $15K | Sell |
102
-4,595
| -98% | -$687K | ﹤0.01% | 3583 |
|
|
2016
Q4 | $631K | Buy |
4,697
+4,068
| +647% | +$520K | 0.04% | 436 |
|
|
2016
Q3 | $76K | Sell |
629
-6,946
| -92% | -$812K | 0.01% | 1758 |
|
|
2016
Q2 | $869K | Buy |
7,575
+2,914
| +63% | +$334K | 0.06% | 320 |
|
|
2016
Q1 | $530K | Buy |
4,661
+2,240
| +93% | +$227K | 0.04% | 420 |
|
|
2015
Q4 | $248K | Sell |
2,421
-580
| -19% | -$60.8K | 0.02% | 745 |
|
|
2015
Q3 | $304K | Buy |
+3,001
| New | +$340K | 0.02% | 685 |
|
|
2015
Q2 | – | Sell |
-5,001
| Closed | -$602K | – | 5758 |
|
|
2015
Q1 | $580K | Buy |
5,001
+3,462
| +225% | +$389K | 0.07% | 279 |
|
|
2014
Q4 | $171K | Buy |
+1,539
| New | +$169K | 0.02% | 678 |
|
Other funds holding ROK
VCM
VPM
Simplex Trading's ROK Position: Q1 2026 in Review
Simplex Trading increased its Rockwell Automation (ROK) stake by 2.1% in Q1 2026, buying an estimated $68.7K and bringing the position to 8,320 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1506.
Simplex Trading first reported a position in ROK in Q4 2014 and has held it in 26 quarters since. The position peaked at $3.17M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.
- Simplex Trading held 8,320 shares of Rockwell Automation worth $2.99M as of Q1 2026.
- Simplex Trading bought 174 Rockwell Automation shares in Q1 2026, an estimated $68.7K.
- Rockwell Automation made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1506 holding.
- Simplex Trading first reported a position in Rockwell Automation in Q4 2014 and has held it in 26 quarters since.
- Simplex Trading's Rockwell Automation position peaked at $3.17M in Q4 2025.
- 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.