TAM
ROK icon

Tucker Asset Management’s Rockwell Automation ROK Stock Holding History

Tucker Asset 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 		– Sell
-6
Closed -$2.33K – 882
2025
Q4 		$2.33K Buy
+6
New +$2.25K ﹤0.01% 820
2025
Q1 		– Sell
-6
Closed -$1.72K – 800
2024
Q4 		$1.72K Sell
6
-3
-33% -$844 ﹤0.01% 1243
2024
Q3 		$2.42K Hold
9
– – ﹤0.01% 1121
2024
Q2 		$2.48K Hold
9
– – ﹤0.01% 1261
2024
Q1 		$2.62K Sell
9
-13
-59% -$3.74K ﹤0.01% 1263
2023
Q4 		$6.83K Hold
22
– – ﹤0.01% 806
2023
Q3 		$6.29K Buy
22
+1
+5% +$309 ﹤0.01% 776
2023
Q2 		$6.92K Buy
21
+3
+17% +$866 ﹤0.01% 610
2023
Q1 		$5.28K Buy
+18
New +$5.12K ﹤0.01% 687

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tucker Asset Management's ROK Position: Q1 2026 in Review

Tucker Asset Management sold out of Rockwell Automation (ROK) in Q1 2026, closing a stake of 6 shares — an estimated $2.33K sold.

Tucker Asset Management first reported a position in ROK in Q1 2023 and held it in 9 quarters. The position peaked at $6.92K in Q2 2023. 1,420 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Tucker Asset Management reported no remaining Rockwell Automation position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 6 Rockwell Automation shares in Q1 2026, an estimated $2.33K.
  • Tucker Asset Management first reported a position in Rockwell Automation in Q1 2023 and held it in 9 quarters.
  • Tucker Asset Management's Rockwell Automation position peaked at $6.92K in Q2 2023.
  • 1,420 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.