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Stokes Family Office’s Rockwell Automation ROK Stock Holding History

Stokes Family Office’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 		$221K Sell
616
-8
-1% -$3.16K 0.02% 258
2025
Q4 		$243K Buy
624
+3
+0.5% +$1.13K 0.02% 270
2025
Q3 		$217K Buy
621
+3
+0.5% +$1.04K 0.02% 248
2025
Q2 		$205K Buy
+618
New +$176K 0.02% 225
2023
Q3 		– Sell
-640
Closed -$211K – 355
2023
Q2 		$211K Buy
+640
New +$185K 0.02% 290

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

Stokes Family Office's ROK Position: Q1 2026 in Review

Stokes Family Office reduced its Rockwell Automation (ROK) stake by 1.3% in Q1 2026, selling an estimated $3.16K and leaving 616 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #258.

Stokes Family Office first reported a position in ROK in Q2 2023 and has held it in 5 quarters since. The position peaked at $243K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Stokes Family Office held 616 shares of Rockwell Automation worth $221K as of Q1 2026.
  • Stokes Family Office sold 8 Rockwell Automation shares in Q1 2026, an estimated $3.16K.
  • Rockwell Automation made up 0.02% of Stokes Family Office's portfolio in Q1 2026, its #258 holding.
  • Stokes Family Office first reported a position in Rockwell Automation in Q2 2023 and has held it in 5 quarters since.
  • Stokes Family Office's Rockwell Automation position peaked at $243K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.