UBS Group
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UBS Group’s Rockwell Automation ROK Stock Holding History

UBS 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 		– Sell
-40,000
Closed -$15.6M – 11069
2025
Q4 		$15.6M Sell
40,000
-10,000
-20% -$3.76M ﹤0.01% 2821
2025
Q3 		$17.5M Sell
50,000
-200
-0.4% -$69.1K ﹤0.01% 2712
2025
Q2 		$16.7M Sell
50,200
-3,800
-7% -$1.08M ﹤0.01% 2567
2025
Q1 		$14M Buy
+54,000
New +$15M ﹤0.01% 2711
2022
Q3 		– Sell
-100
Closed -$20K – 10831
2022
Q2 		$20K Hold
100
– – ﹤0.01% 6879
2022
Q1 		$28K Sell
100
-100
-50% -$28.7K ﹤0.01% 7075
2021
Q4 		$70K Hold
200
– – ﹤0.01% 6626
2021
Q3 		$59K Hold
200
– – ﹤0.01% 6204
2021
Q2 		$57K Buy
+200
New +$53.9K ﹤0.01% 6316
2020
Q4 		– Sell
-200
Closed -$44K – 8694
2020
Q3 		$44K Sell
200
-300
-60% -$67K ﹤0.01% 5735
2020
Q2 		$107K Sell
500
-200
-29% -$38.7K ﹤0.01% 5245
2020
Q1 		$106K Sell
700
-10,000
-93% -$1.85M ﹤0.01% 5244
2019
Q4 		$2.17M Buy
10,700
+9,800
+1,089% +$1.82M ﹤0.01% 3473
2019
Q3 		$148K Buy
900
+100
+13% +$15.8K ﹤0.01% 5486
2019
Q2 		$131K Sell
800
-100
-11% -$16.9K ﹤0.01% 5200
2019
Q1 		$158K Buy
900
+100
+13% +$17K ﹤0.01% 4765
2018
Q4 		$120K Buy
800
+100
+14% +$16.7K ﹤0.01% 5377
2018
Q3 		$131K Buy
+700
New +$125K ﹤0.01% 5353
2018
Q1 		– Sell
-600
Closed -$118K – 8111
2017
Q4 		$118K Sell
600
-500
-45% -$95.3K ﹤0.01% 5242
2017
Q3 		$196K Buy
1,100
+100
+10% +$16.6K ﹤0.01% 4861
2017
Q2 		$162K Buy
1,000
+800
+400% +$126K ﹤0.01% 4870
2017
Q1 		$31K Buy
+200
New +$29.9K ﹤0.01% 5843
2015
Q4 		– Sell
-90,000
Closed -$9.13M – 8535
2015
Q3 		$9.13M Buy
+90,000
New +$10.2M 0.01% 1453

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group's ROK Position: Q1 2026 in Review

UBS Group increased its Rockwell Automation (ROK) stake by 34% in Q1 2026, buying an estimated $218M and bringing the position to 2,180,027 shares worth $782M. The position accounts for 0.12% of the portfolio, ranked #168.

UBS Group first reported a position in ROK in Q4 2014 and has held it in 46 quarters since. The position peaked at $961M in Q4 2017. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • UBS Group held 2,180,027 shares of Rockwell Automation worth $782M as of Q1 2026.
  • UBS Group bought 553,366 Rockwell Automation shares in Q1 2026, an estimated $218M.
  • Rockwell Automation made up 0.12% of UBS Group's portfolio in Q1 2026, its #168 holding.
  • UBS Group first reported a position in Rockwell Automation in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Rockwell Automation position peaked at $961M in Q4 2017.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.