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Smartleaf Asset Management’s Rockwell Automation ROK Stock Holding History

Smartleaf 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 		$840K Buy
2,410
+146
+6% +$57.6K 0.03% 435
2025
Q4 		$891K Buy
2,264
+323
+17% +$121K 0.03% 395
2025
Q3 		$669K Buy
1,941
+552
+40% +$191K 0.04% 419
2025
Q2 		$458K Sell
1,389
-219
-14% -$62.4K 0.04% 388
2025
Q1 		$416K Buy
1,608
+141
+10% +$39.2K 0.04% 400
2024
Q4 		$419K Buy
1,467
+832
+131% +$234K 0.04% 362
2024
Q3 		$172K Buy
635
+282
+80% +$74.9K 0.02% 540
2024
Q2 		$94.5K Buy
353
+231
+189% +$62.3K 0.02% 589
2024
Q1 		$35.5K Buy
122
+100
+455% +$28.8K 0.01% 754
2023
Q4 		$6.83K Buy
+22
New +$6.17K ﹤0.01% 817

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

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

Smartleaf Asset Management increased its Rockwell Automation (ROK) stake by 6.4% in Q1 2026, buying an estimated $57.6K and bringing the position to 2,410 shares worth $840K. The position accounts for 0.03% of the portfolio, ranked #435.

Smartleaf Asset Management first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. The position peaked at $891K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Smartleaf Asset Management held 2,410 shares of Rockwell Automation worth $840K as of Q1 2026.
  • Smartleaf Asset Management bought 146 Rockwell Automation shares in Q1 2026, an estimated $57.6K.
  • Rockwell Automation made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #435 holding.
  • Smartleaf Asset Management first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Rockwell Automation position peaked at $891K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

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