Sunbelt Securities’s Rockwell Automation ROK Stock Holding History

Sunbelt Securities’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	$134K	Buy	374 +2	+0.5%	+$789	0.01%	747
2025 Q4	$145K	Hold	372	–	–	0.01%	721
2025 Q3	$130K	Sell	372 -323	-46%	-$112K	0.01%	759
2025 Q2	$199K	Buy	695 +301	+76%	+$85.7K	0.02%	585
2025 Q1	$102K	Sell	394 -301	-43%	-$83.8K	0.01%	727
2024 Q4	$199K	Buy	695 +1	+0.1%	+$281	0.02%	587
2024 Q3	$186K	Buy	694 +178	+34%	+$47.3K	0.02%	605
2024 Q2	$142K	Buy	516 +1	+0.2%	+$270	0.01%	656
2024 Q1	$150K	Buy	515 +1	+0.2%	+$288	0.02%	615
2023 Q4	$159K	Buy	514 +3	+0.6%	+$841	0.02%	558
2023 Q3	$146K	Buy	511 +1	+0.2%	+$309	0.02%	562
2023 Q2	$168K	Buy	510 +1	+0.2%	+$289	0.02%	510
2023 Q1	$146K	Buy	+509	New	+$145K	0.02%	497
2022 Q2	–	Sell	-775	Closed	-$217K	–	479
2022 Q1	$217K	Buy	775 +17	+2%	+$4.88K	0.04%	424
2021 Q4	$213K	Buy	+758	New	+$251K	0.03%	433

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sunbelt Securities's ROK Position: Q1 2026 in Review

Sunbelt Securities increased its Rockwell Automation (ROK) stake by 0.54% in Q1 2026, buying an estimated $789 and bringing the position to 374 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #747.

Sunbelt Securities first reported a position in ROK in Q4 2021 and has held it in 15 quarters since. The position peaked at $217K in Q1 2022. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Sunbelt Securities held 374 shares of Rockwell Automation worth $134K as of Q1 2026.
Sunbelt Securities bought 2 Rockwell Automation shares in Q1 2026, an estimated $789.
Rockwell Automation made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #747 holding.
Sunbelt Securities first reported a position in Rockwell Automation in Q4 2021 and has held it in 15 quarters since.
Sunbelt Securities's Rockwell Automation position peaked at $217K in Q1 2022.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.