Sumitomo Life Insurance’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $682K | Buy |
1,901
+50
| +3% | +$19.7K | 0.02% | 229 |
|
|
2025
Q4 | $720K | Buy |
1,851
+20
| +1% | +$7.52K | 0.02% | 224 |
|
|
2025
Q3 | $640K | Sell |
1,831
-51
| -3% | -$17.6K | 0.02% | 225 |
|
|
2025
Q2 | $625K | Sell |
1,882
-3,684
| -66% | -$1.05M | 0.04% | 222 |
|
|
2025
Q1 | $1.44M | Sell |
5,566
-2,569
| -32% | -$715K | 0.05% | 147 |
|
|
2024
Q4 | $2.32M | Sell |
8,135
-1,946
| -19% | -$547K | 0.04% | 107 |
|
|
2024
Q3 | $2.71M | Buy |
10,081
+148
| +1% | +$39.3K | 0.05% | 94 |
|
|
2024
Q2 | $2.73M | Buy |
9,933
+229
| +2% | +$61.8K | 0.06% | 84 |
|
|
2024
Q1 | $2.83M | Sell |
9,704
-250
| -3% | -$72K | 0.07% | 83 |
|
|
2023
Q4 | $3.09M | Sell |
9,954
-342
| -3% | -$95.9K | 0.1% | 70 |
|
|
2023
Q3 | $2.94M | Buy |
10,296
+383
| +4% | +$118K | 0.08% | 58 |
|
|
2023
Q2 | $3.27M | Sell |
9,913
-83
| -0.8% | -$24K | 0.14% | 53 |
|
|
2023
Q1 | $2.93M | Buy |
9,996
+2,506
| +33% | +$713K | 0.25% | 52 |
|
|
2022
Q4 | $1.93M | Sell |
7,490
-94
| -1% | -$23.6K | 0.14% | 93 |
|
|
2022
Q3 | $1.63M | Buy |
7,584
+276
| +4% | +$64.4K | 0.07% | 106 |
|
|
2022
Q2 | $1.46M | Buy |
7,308
+62
| +0.9% | +$14K | 0.04% | 137 |
|
|
2022
Q1 | $2.03M | Sell |
7,246
-143
| -2% | -$41.1K | 0.05% | 110 |
|
|
2021
Q4 | $2.58M | Sell |
7,389
-184
| -2% | -$60.9K | 0.06% | 92 |
|
|
2021
Q3 | $2.23M | Sell |
7,573
-259
| -3% | -$79.5K | 0.06% | 106 |
|
|
2021
Q2 | $2.24M | Sell |
7,832
-1,714
| -18% | -$462K | 0.07% | 103 |
|
|
2021
Q1 | $2.53M | Sell |
9,546
-362
| -4% | -$92.3K | 0.1% | 95 |
|
|
2020
Q4 | $2.48M | Sell |
9,908
-1,469
| -13% | -$359K | 0.11% | 92 |
|
|
2020
Q3 | $2.51M | Sell |
11,377
-450
| -4% | -$101K | 0.12% | 96 |
|
|
2020
Q2 | $2.52M | Sell |
11,827
-761
| -6% | -$147K | 0.14% | 85 |
|
|
2020
Q1 | $1.9M | Buy |
12,588
+1,194
| +10% | +$221K | 0.14% | 104 |
|
|
2019
Q4 | $2.31M | Buy |
11,394
+544
| +5% | +$101K | 0.26% | 112 |
|
|
2019
Q3 | $1.79M | Sell |
10,850
-1,424
| -12% | -$225K | 0.23% | 129 |
|
|
2019
Q2 | $2.01M | Buy |
12,274
+367
| +3% | +$62K | 0.24% | 122 |
|
|
2019
Q1 | $2.09M | Sell |
11,907
-777
| -6% | -$132K | 0.28% | 114 |
|
|
2018
Q4 | $1.91M | Sell |
12,684
-106
| -0.8% | -$17.7K | 0.26% | 122 |
|
|
2018
Q3 | $2.4M | Sell |
12,790
-2,444
| -16% | -$437K | 0.29% | 105 |
|
|
2018
Q2 | $2.53M | Buy |
15,234
+1,308
| +9% | +$227K | 0.31% | 101 |
|
|
2018
Q1 | $2.43M | Sell |
13,926
-627
| -4% | -$119K | 0.32% | 97 |
|
|
2017
Q4 | $2.86M | Buy |
14,553
+189
| +1% | +$36K | 0.36% | 90 |
|
|
2017
Q3 | $2.56M | Buy |
14,364
+2,689
| +23% | +$447K | 0.33% | 103 |
|
|
2017
Q2 | $1.89M | Buy |
11,675
+7,705
| +194% | +$1.22M | 0.25% | 140 |
|
|
2017
Q1 | $618K | Buy |
+3,970
| New | +$593K | 0.09% | 256 |
|
Other funds holding ROK
VCM
VPM
Sumitomo Life Insurance's ROK Position: Q1 2026 in Review
Sumitomo Life Insurance increased its Rockwell Automation (ROK) stake by 2.7% in Q1 2026, buying an estimated $19.7K and bringing the position to 1,901 shares worth $682K. The position accounts for 0.02% of the portfolio, ranked #229.
Sumitomo Life Insurance first reported a position in ROK in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.27M in Q2 2023. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.
- Sumitomo Life Insurance held 1,901 shares of Rockwell Automation worth $682K as of Q1 2026.
- Sumitomo Life Insurance bought 50 Rockwell Automation shares in Q1 2026, an estimated $19.7K.
- Rockwell Automation made up 0.02% of Sumitomo Life Insurance's portfolio in Q1 2026, its #229 holding.
- Sumitomo Life Insurance first reported a position in Rockwell Automation in Q1 2017 and has held it in 37 quarters since.
- Sumitomo Life Insurance's Rockwell Automation position peaked at $3.27M in Q2 2023.
- 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.
Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.