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Utah Retirement Systems’s Rockwell Automation ROK Stock Holding History

Utah Retirement Systems’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 		$6.6M Sell
18,398
-234
-1% -$92.3K 0.07% 264
2025
Q4 		$7.25M Hold
18,632
– – 0.07% 251
2025
Q3 		$6.51M Hold
18,632
– – 0.06% 279
2025
Q2 		$6.19M Sell
18,632
-77
-0.4% -$21.9K 0.06% 283
2025
Q1 		$4.83M Sell
18,709
-282
-1% -$78.5K 0.06% 320
2024
Q4 		$5.43M Hold
18,991
– – 0.06% 287
2024
Q3 		$5.1M Buy
18,991
+100
+0.5% +$26.5K 0.06% 313
2024
Q2 		$5.2M Sell
18,891
-1,000
-5% -$270K 0.06% 290
2024
Q1 		$5.79M Hold
19,891
– – 0.07% 283
2023
Q4 		$6.18M Buy
19,891
+100
+0.5% +$28K 0.08% 258
2023
Q3 		$5.66M Buy
19,791
+57
+0.3% +$17.6K 0.08% 255
2023
Q2 		$6.5M Sell
19,734
-700
-3% -$202K 0.09% 220
2023
Q1 		$6M Hold
20,434
– – 0.09% 242
2022
Q4 		$5.26M Sell
20,434
-400
-2% -$100K 0.08% 253
2022
Q3 		$4.48M Buy
20,834
+100
+0.5% +$23.3K 0.07% 274
2022
Q2 		$4.13M Hold
20,734
– – 0.07% 295
2022
Q1 		$5.81M Sell
20,734
-300
-1% -$86.2K 0.08% 252
2021
Q4 		$7.34M Buy
21,034
+48
+0.2% +$15.9K 0.09% 219
2021
Q3 		$6.17M Sell
20,986
-1,151
-5% -$353K 0.08% 237
2021
Q2 		$6.33M Sell
22,137
-100
-0.4% -$27K 0.08% 247
2021
Q1 		$5.9M Sell
22,237
-1,000
-4% -$255K 0.08% 245
2020
Q4 		$5.83M Buy
23,237
+1,000
+4% +$245K 0.08% 247
2020
Q3 		$4.91M Buy
22,237
+200
+0.9% +$44.7K 0.08% 241
2020
Q2 		$4.69M Buy
22,037
+200
+0.9% +$38.7K 0.09% 229
2020
Q1 		$3.29M Hold
21,837
– – 0.07% 260
2019
Q4 		$4.43M Sell
21,837
-300
-1% -$55.6K 0.08% 253
2019
Q3 		$3.65M Sell
22,137
-300
-1% -$47.4K 0.07% 284
2019
Q2 		$3.68M Sell
22,437
-287
-1% -$48.5K 0.07% 288
2019
Q1 		$3.99M Sell
22,724
-62
-0.3% -$10.5K 0.08% 254
2018
Q4 		$3.43M Hold
22,786
– – 0.08% 256
2018
Q3 		$4.27M Sell
22,786
-400
-2% -$71.6K 0.08% 240
2018
Q2 		$3.85M Sell
23,186
-700
-3% -$122K 0.08% 249
2018
Q1 		$4.16M Hold
23,886
– – 0.09% 235
2017
Q4 		$4.69M Buy
23,886
+400
+2% +$76.3K 0.1% 216
2017
Q3 		$4.19M Hold
23,486
– – 0.09% 232
2017
Q2 		$3.8M Sell
23,486
-300
-1% -$47.3K 0.09% 242
2017
Q1 		$3.7M Hold
23,786
– – 0.09% 241
2016
Q4 		$3.2M Hold
23,786
– – 0.08% 266
2016
Q3 		$2.91M Hold
23,786
– – 0.08% 277
2016
Q2 		$2.73M Sell
23,786
-400
-2% -$45.8K 0.07% 283
2016
Q1 		$2.75M Buy
24,186
+100
+0.4% +$10.1K 0.07% 274
2015
Q4 		$2.47M Hold
24,086
– – 0.07% 301
2015
Q3 		$2.44M Buy
24,086
+100
+0.4% +$11.3K 0.07% 294
2015
Q2 		$2.99M Sell
23,986
-800
-3% -$96.4K 0.08% 265
2015
Q1 		$2.88M Buy
24,786
+800
+3% +$89.9K 0.08% 282
2014
Q4 		$2.67M Hold
23,986
– – 0.07% 288
2014
Q3 		$2.63M Sell
23,986
-100
-0.4% -$11.8K 0.08% 278
2014
Q2 		$3.01M Sell
24,086
-1,000
-4% -$123K 0.09% 247
2014
Q1 		$3.12M Buy
25,086
+200
+0.8% +$23.7K 0.09% 237
2013
Q4 		$2.94M Hold
24,886
– – 0.09% 236
2013
Q3 		$2.66M Sell
24,886
-200
-0.8% -$19.5K 0.09% 253
2013
Q2 		$2.09M Buy
+25,086
New +$2.17M 0.07% 308

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

Utah Retirement Systems's ROK Position: Q1 2026 in Review

Utah Retirement Systems reduced its Rockwell Automation (ROK) stake by 1.3% in Q1 2026, selling an estimated $92.3K and leaving 18,398 shares worth $6.6M. The position accounts for 0.07% of the portfolio, ranked #264.

Utah Retirement Systems first reported a position in ROK in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.34M in Q4 2021. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Utah Retirement Systems held 18,398 shares of Rockwell Automation worth $6.6M as of Q1 2026.
  • Utah Retirement Systems sold 234 Rockwell Automation shares in Q1 2026, an estimated $92.3K.
  • Rockwell Automation made up 0.07% of Utah Retirement Systems's portfolio in Q1 2026, its #264 holding.
  • Utah Retirement Systems first reported a position in Rockwell Automation in Q2 2013 and has held it in 52 quarters since.
  • Utah Retirement Systems's Rockwell Automation position peaked at $7.34M in Q4 2021.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.