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South Shore Capital Advisors’s Rockwell Automation ROK Stock Holding History

South Shore Capital Advisors’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 		$315K Buy
879
+29
+3% +$11.4K 0.23% 95
2025
Q4 		$331K Buy
+850
New +$320K 0.24% 90

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

South Shore Capital Advisors's ROK Position: Q1 2026 in Review

South Shore Capital Advisors increased its Rockwell Automation (ROK) stake by 3.4% in Q1 2026, buying an estimated $11.4K and bringing the position to 879 shares worth $315K. The position accounts for 0.23% of the portfolio, ranked #95.

South Shore Capital Advisors first reported a position in ROK in Q4 2025 and has held it in 2 quarters since. The position peaked at $331K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • South Shore Capital Advisors held 879 shares of Rockwell Automation worth $315K as of Q1 2026.
  • South Shore Capital Advisors bought 29 Rockwell Automation shares in Q1 2026, an estimated $11.4K.
  • Rockwell Automation made up 0.23% of South Shore Capital Advisors's portfolio in Q1 2026, its #95 holding.
  • South Shore Capital Advisors first reported a position in Rockwell Automation in Q4 2025 and has held it in 2 quarters since.
  • South Shore Capital Advisors's Rockwell Automation position peaked at $331K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.