VPIM
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Vanguard Personalized Indexing Management’s Rockwell Automation ROK Stock Holding History

Vanguard Personalized Indexing 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 		$6M Sell
16,729
-181
-1% -$71.4K 0.06% 273
2025
Q4 		$6.58M Buy
16,910
+1,387
+9% +$521K 0.06% 249
2025
Q3 		$5.45M Buy
15,523
+775
+5% +$268K 0.06% 288
2025
Q2 		$4.92M Buy
14,748
+1,101
+8% +$314K 0.06% 293
2025
Q1 		$3.53M Buy
13,647
+501
+4% +$139K 0.05% 321
2024
Q4 		$3.76M Buy
13,146
+1,635
+14% +$460K 0.06% 297
2024
Q3 		$3.09M Buy
11,511
+344
+3% +$91.3K 0.05% 331
2024
Q2 		$2.98M Buy
11,167
+868
+8% +$234K 0.06% 303
2024
Q1 		$3M Buy
10,299
+592
+6% +$171K 0.06% 275
2023
Q4 		$3.01M Sell
9,707
-1,219
-11% -$342K 0.08% 238
2023
Q3 		$3.12M Buy
10,926
+536
+5% +$166K 0.09% 205
2023
Q2 		$3.42M Buy
10,390
+251
+2% +$72.5K 0.1% 179
2023
Q1 		$2.98M Buy
10,139
+374
+4% +$106K 0.1% 195
2022
Q4 		$2.52M Buy
9,765
+283
+3% +$71K 0.1% 196
2022
Q3 		$2.04M Buy
9,482
+1,741
+22% +$406K 0.09% 222
2022
Q2 		$1.54M Buy
7,741
+1,986
+35% +$449K 0.07% 270
2022
Q1 		$1.61M Buy
5,755
+1,705
+42% +$490K 0.08% 252
2021
Q4 		$1.41M Buy
4,050
+788
+24% +$261K 0.08% 253
2021
Q3 		$959K Buy
3,262
+225
+7% +$69.1K 0.09% 236
2021
Q2 		$869K Sell
3,037
-247
-8% -$66.6K 0.09% 256
2021
Q1 		$872K Buy
3,284
+1,382
+73% +$352K 0.13% 170
2020
Q4 		$477K Buy
1,902
+102
+6% +$24.9K 0.1% 231
2020
Q3 		$397K Buy
1,800
+543
+43% +$121K 0.11% 217
2020
Q2 		$268K Buy
+1,257
New +$243K 0.12% 215

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

Vanguard Personalized Indexing Management's ROK Position: Q1 2026 in Review

Vanguard Personalized Indexing Management reduced its Rockwell Automation (ROK) stake by 1.1% in Q1 2026, selling an estimated $71.4K and leaving 16,729 shares worth $6M. The position accounts for 0.06% of the portfolio, ranked #273.

Vanguard Personalized Indexing Management first reported a position in ROK in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.58M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Vanguard Personalized Indexing Management held 16,729 shares of Rockwell Automation worth $6M as of Q1 2026.
  • Vanguard Personalized Indexing Management sold 181 Rockwell Automation shares in Q1 2026, an estimated $71.4K.
  • Rockwell Automation made up 0.06% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #273 holding.
  • Vanguard Personalized Indexing Management first reported a position in Rockwell Automation in Q2 2020 and has held it in 24 quarters since.
  • Vanguard Personalized Indexing Management's Rockwell Automation position peaked at $6.58M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.