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Summit Securities Group’s Rockwell Automation ROK Stock Holding History

Summit Securities Group’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
2021
Q3 		– Sell
-10
Closed -$286K – 865
2021
Q2 		$286K Buy
+10
New +$2.7K 0.02% 537

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

Summit Securities Group's ROK Position: Q1 2026 in Review

Summit Securities Group reduced its Rockwell Automation (ROK) stake by 89% in Q1 2026, selling an estimated $58K and leaving 18 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Summit Securities Group first reported a position in ROK in Q2 2015 and has held it in 13 quarters since. The position peaked at $481K in Q3 2017. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Summit Securities Group held 18 shares of Rockwell Automation worth $6.46K as of Q1 2026.
  • Summit Securities Group sold 147 Rockwell Automation shares in Q1 2026, an estimated $58K.
  • Rockwell Automation made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #757 holding.
  • Summit Securities Group first reported a position in Rockwell Automation in Q2 2015 and has held it in 13 quarters since.
  • Summit Securities Group's Rockwell Automation position peaked at $481K in Q3 2017.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.