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Taylor Financial Group’s Rockwell Automation ROK Stock Holding History

Taylor Financial 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
2026
Q1 		$591K Hold
1,648
– – 0.36% 57
2025
Q4 		$641K Hold
1,648
– – 0.38% 55
2025
Q3 		$576K Hold
1,648
– – 0.33% 58
2025
Q2 		$547K Hold
1,648
– – 0.34% 58
2025
Q1 		$426K Hold
1,648
– – 0.3% 67
2024
Q4 		$471K Hold
1,648
– – 0.33% 62
2024
Q3 		$442K Sell
1,648
-255
-13% -$67.7K 0.31% 64
2024
Q2 		$524K Hold
1,903
– – 0.4% 53
2024
Q1 		$554K Sell
1,903
-20
-1% -$5.76K 0.42% 51
2023
Q4 		$597K Buy
+1,923
New +$539K 0.49% 47

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

Taylor Financial Group's ROK Position: Q1 2026 in Review

Taylor Financial Group held its Rockwell Automation (ROK) position steady in Q1 2026 at 1,648 shares worth $591K. The position accounts for 0.36% of the portfolio, ranked #57.

Taylor Financial Group first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. The position peaked at $641K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Taylor Financial Group held 1,648 shares of Rockwell Automation worth $591K as of Q1 2026.
  • Taylor Financial Group left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up 0.36% of Taylor Financial Group's portfolio in Q1 2026, its #57 holding.
  • Taylor Financial Group first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
  • Taylor Financial Group's Rockwell Automation position peaked at $641K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.