SA
ROK icon

Strategic Advisors’s Rockwell Automation ROK Stock Holding History

Strategic 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 		$1.73M Sell
4,973
-29
-0.6% -$11.4K 0.29% 77
2025
Q4 		$1.95M Hold
5,002
– – 0.3% 79
2025
Q3 		$1.75M Buy
+5,002
New +$1.73M 0.28% 76

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

Strategic Advisors's ROK Position: Q1 2026 in Review

Strategic Advisors reduced its Rockwell Automation (ROK) stake by 0.58% in Q1 2026, selling an estimated $11.4K and leaving 4,973 shares worth $1.73M. The position accounts for 0.29% of the portfolio, ranked #77.

Strategic Advisors first reported a position in ROK in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.95M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Strategic Advisors held 4,973 shares of Rockwell Automation worth $1.73M as of Q1 2026.
  • Strategic Advisors sold 29 Rockwell Automation shares in Q1 2026, an estimated $11.4K.
  • Rockwell Automation made up 0.29% of Strategic Advisors's portfolio in Q1 2026, its #77 holding.
  • Strategic Advisors first reported a position in Rockwell Automation in Q3 2025 and has held it in 3 quarters since.
  • Strategic Advisors's Rockwell Automation position peaked at $1.95M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.