TigerOak Management’s Rockwell Automation ROK Stock Holding History

TigerOak Management’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	$677K	Hold	1,886	–	–	0.21%	63
2025 Q4	$734K	Hold	1,886	–	–	0.22%	58
2025 Q3	$659K	Hold	1,886	–	–	0.2%	65
2025 Q2	$626K	Sell	1,886 -8	-0.4%	-$2.28K	0.21%	63
2025 Q1	$489K	Sell	1,894 -37	-2%	-$10.3K	0.19%	65
2024 Q4	$552K	Buy	+1,931	New	+$543K	0.2%	64

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

TigerOak Management's ROK Position: Q1 2026 in Review

TigerOak Management held its Rockwell Automation (ROK) position steady in Q1 2026 at 1,886 shares worth $677K. The position accounts for 0.21% of the portfolio, ranked #63.

TigerOak Management first reported a position in ROK in Q4 2024 and has held it in 6 quarters since. The position peaked at $734K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

TigerOak Management held 1,886 shares of Rockwell Automation worth $677K as of Q1 2026.
TigerOak Management left its Rockwell Automation share count unchanged in Q1 2026.
Rockwell Automation made up 0.21% of TigerOak Management's portfolio in Q1 2026, its #63 holding.
TigerOak Management first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
TigerOak Management's Rockwell Automation position peaked at $734K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on TigerOak Management's 13F filing for Q1 2026, filed 21 Apr 2026.