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TCW Group’s Rockwell Automation ROK Stock Holding History

TCW 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 		$671K Buy
1,870
+91
+5% +$35.9K 0.01% 424
2025
Q4 		$692K Buy
+1,779
New +$669K 0.01% 415
2024
Q2 		– Sell
-15,456
Closed -$4.5M – 370
2024
Q1 		$4.5M Buy
15,456
+2,548
+20% +$734K 0.05% 180
2023
Q4 		$4.01M Buy
+12,908
New +$3.62M 0.04% 201
2017
Q1 		– Sell
-32,985
Closed -$4.43M – 576
2016
Q4 		$4.43M Buy
32,985
+17,707
+116% +$2.26M 0.03% 213
2016
Q3 		$1.87M Sell
15,278
-996
-6% -$116K 0.01% 348
2016
Q2 		$1.87M Sell
16,274
-7,389
-31% -$846K 0.01% 336
2016
Q1 		$2.69M Sell
23,663
-7,090
-23% -$719K 0.02% 277
2015
Q4 		$3.16M Sell
30,753
-3,392
-10% -$356K 0.02% 269
2015
Q3 		$3.46M Sell
34,145
-4,575
-12% -$518K 0.02% 239
2015
Q2 		$4.83M Sell
38,720
-36,949
-49% -$4.45M 0.03% 233
2015
Q1 		$8.78M Sell
75,669
-15,384
-17% -$1.73M 0.04% 275
2014
Q4 		$10.1M Sell
91,053
-21,071
-19% -$2.31M 0.04% 267
2014
Q3 		$12.3M Buy
112,124
+11,088
+11% +$1.3M 0.05% 290
2014
Q2 		$12.6M Sell
101,036
-1,631
-2% -$201K 0.05% 288
2014
Q1 		$12.8M Buy
102,667
+259
+0.3% +$30.7K 0.05% 277
2013
Q4 		$12.1M Buy
102,408
+1,470
+1% +$163K 0.05% 292
2013
Q3 		$10.8M Sell
100,938
-1,120
-1% -$109K 0.05% 300
2013
Q2 		$8.49M Buy
+102,058
New +$8.81M 0.04% 338

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

TCW Group's ROK Position: Q1 2026 in Review

TCW Group increased its Rockwell Automation (ROK) stake by 5.1% in Q1 2026, buying an estimated $35.9K and bringing the position to 1,870 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #424.

TCW Group first reported a position in ROK in Q2 2013 and has held it in 19 quarters since. The position peaked at $12.8M in Q1 2014. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • TCW Group held 1,870 shares of Rockwell Automation worth $671K as of Q1 2026.
  • TCW Group bought 91 Rockwell Automation shares in Q1 2026, an estimated $35.9K.
  • Rockwell Automation made up 0.01% of TCW Group's portfolio in Q1 2026, its #424 holding.
  • TCW Group first reported a position in Rockwell Automation in Q2 2013 and has held it in 19 quarters since.
  • TCW Group's Rockwell Automation position peaked at $12.8M in Q1 2014.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

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