Simplex Trading
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Simplex Trading’s Rockwell Automation ROK Stock Holding History

Simplex Trading’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 		$8.86M Buy
24,700
+20,800
+533% +$8.21M 0.01% 749
2025
Q4 		$1.52M Buy
3,900
+800
+26% +$301K ﹤0.01% 2215
2025
Q3 		$1.08M Sell
3,100
-1,200
-28% -$414K ﹤0.01% 2970
2025
Q2 		$1.43M Sell
4,300
-300
-7% -$85.5K ﹤0.01% 2424
2025
Q1 		$1.19M Sell
4,600
-15,800
-77% -$4.4M ﹤0.01% 2534
2024
Q4 		$5.83M Buy
20,400
+2,000
+11% +$563K ﹤0.01% 1373
2024
Q3 		$4.94M Sell
18,400
-19,800
-52% -$5.26M ﹤0.01% 1498
2024
Q2 		$10.5M Buy
38,200
+26,100
+216% +$7.04M 0.01% 986
2024
Q1 		$3.52M Buy
12,100
+6,700
+124% +$1.93M ﹤0.01% 1893
2023
Q4 		$1.68M Sell
5,400
-25,400
-82% -$7.12M ﹤0.01% 2509
2023
Q3 		$8.8M Buy
30,800
+22,800
+285% +$7.05M 0.01% 990
2023
Q2 		$2.63M Buy
8,000
+1,000
+14% +$289K ﹤0.01% 1748
2023
Q1 		$2.05M Sell
7,000
-23,500
-77% -$6.68M ﹤0.01% 1933
2022
Q4 		$7.86M Buy
30,500
+4,300
+16% +$1.08M 0.01% 960
2022
Q3 		$5.63M Buy
26,200
+7,200
+38% +$1.68M 0.01% 1118
2022
Q2 		$3.79M Sell
19,000
-6,100
-24% -$1.38M ﹤0.01% 1319
2022
Q1 		$7.03M Buy
25,100
+17,500
+230% +$5.03M 0.01% 1031
2021
Q4 		$2.65M Sell
7,600
-1,400
-16% -$464K ﹤0.01% 1750
2021
Q3 		$2.57M Hold
9,000
– – ﹤0.01% 1843
2021
Q2 		$2.57M Buy
9,000
+8,810
+4,637% +$2.38M ﹤0.01% 1846
2021
Q1 		$5.04M Buy
+190
New +$48.5K 0.01% 818
2020
Q4 		– Sell
-183
Closed -$4.04M – 8960
2020
Q3 		$4.04M Buy
183
+70
+62% +$15.6K 0.01% 1010
2020
Q2 		$2.41M Sell
113
-225
-67% -$43.5K ﹤0.01% 1366
2020
Q1 		$5.1M Buy
338
+181
+115% +$33.5K 0.01% 690
2019
Q4 		$3.18M Sell
157
-192
-55% -$35.6K 0.01% 1107
2019
Q3 		$5.75M Buy
349
+322
+1,193% +$50.9K 0.02% 645
2019
Q2 		$442K Sell
27
-101
-79% -$17.1K ﹤0.01% 2688
2019
Q1 		$2.25M Buy
128
+85
+198% +$14.5K 0.01% 1276
2018
Q4 		$647K Sell
43
-91
-68% -$15.2K ﹤0.01% 1993
2018
Q3 		$2.51M Buy
134
+34
+34% +$6.09K 0.01% 1057
2018
Q2 		$1.66M Buy
100
+61
+156% +$10.6K 0.01% 1303
2018
Q1 		$38K Sell
39
-188
-83% -$35.7K ﹤0.01% 2712
2017
Q4 		$14K Sell
227
-2
-0.9% -$381 ﹤0.01% 3639
2017
Q3 		$4K Buy
229
+144
+169% +$24K ﹤0.01% 4598
2017
Q2 		$11K Sell
85
-123
-59% -$19.4K ﹤0.01% 3907
2017
Q1 		$32K Buy
208
+152
+271% +$22.7K ﹤0.01% 2784
2016
Q4 		$21K Buy
56
+47
+522% +$6K ﹤0.01% 3002
2016
Q3 		$3K Sell
9
-179
-95% -$20.9K ﹤0.01% 4730
2016
Q2 		$25K Buy
188
+93
+98% +$10.7K ﹤0.01% 2705
2016
Q1 		$4K Sell
95
-4
-4% -$406 ﹤0.01% 4295
2015
Q4 		$9K Buy
99
+18
+22% +$1.89K ﹤0.01% 3414
2015
Q3 		$89K Buy
81
+42
+108% +$4.76K 0.01% 1502
2015
Q2 		$5K Sell
39
-69
-64% -$8.31K ﹤0.01% 3676
2015
Q1 		$24K Buy
108
+35
+48% +$3.94K ﹤0.01% 2178
2014
Q4 		$28K Buy
+73
New +$8.01K ﹤0.01% 1802

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

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.