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Smart Money Group’s Rockwell Automation ROK Stock Holding History

Smart Money Group’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 		$329K Buy
916
+3
+0.3% +$1.18K 0.1% 76
2025
Q4 		$355K Buy
913
+2
+0.2% +$752 0.1% 76
2025
Q3 		$318K Buy
911
+3
+0.3% +$1.04K 0.09% 75
2025
Q2 		$302K Buy
908
+3
+0.3% +$855 0.09% 64
2025
Q1 		$234K Buy
905
+5
+0.6% +$1.39K 0.08% 74
2024
Q4 		$257K Buy
900
+4
+0.4% +$1.13K 0.09% 92
2024
Q3 		$239K Sell
896
-45
-5% -$11.9K 0.09% 91
2024
Q2 		$262K Buy
941
+5
+0.5% +$1.35K 0.09% 85
2024
Q1 		$254K Sell
936
-14
-1% -$4.03K 0.1% 83
2023
Q4 		$295K Buy
950
+5
+0.5% +$1.4K 0.13% 70
2023
Q3 		$270K Hold
945
– – 0.13% 63
2023
Q2 		$311K Buy
945
+3
+0.3% +$866 0.15% 52
2023
Q1 		$267K Buy
942
+4
+0.4% +$1.14K 0.13% 46
2022
Q4 		$242K Buy
938
+4
+0.4% +$1K 0.13% 44
2022
Q3 		$201K Buy
+934
New +$218K 0.14% 44
2022
Q2 		– Sell
-946
Closed -$265K – 56
2022
Q1 		$265K Sell
946
-16
-2% -$4.6K 0.18% 49
2021
Q4 		$336K Buy
962
+3
+0.3% +$993 0.21% 55
2021
Q3 		$282K Buy
+959
New +$294K 0.21% 56
2021
Q2 		– Sell
-782
Closed -$207K – 62
2021
Q1 		$207K Buy
+782
New +$199K 0.17% 60

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

Smart Money Group's ROK Position: Q1 2026 in Review

Smart Money Group increased its Rockwell Automation (ROK) stake by 0.33% in Q1 2026, buying an estimated $1.18K and bringing the position to 916 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #76.

Smart Money Group first reported a position in ROK in Q1 2021 and has held it in 19 quarters since. The position peaked at $355K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Smart Money Group held 916 shares of Rockwell Automation worth $329K as of Q1 2026.
  • Smart Money Group bought 3 Rockwell Automation shares in Q1 2026, an estimated $1.18K.
  • Rockwell Automation made up 0.1% of Smart Money Group's portfolio in Q1 2026, its #76 holding.
  • Smart Money Group first reported a position in Rockwell Automation in Q1 2021 and has held it in 19 quarters since.
  • Smart Money Group's Rockwell Automation position peaked at $355K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.