VPF
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Vantage Point Financial’s Rockwell Automation ROK Stock Holding History

Vantage Point Financial’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 		$238K Sell
663
-11
-2% -$4.34K 0.08% 157
2025
Q4 		$262K Buy
674
+18
+3% +$6.77K 0.09% 141
2025
Q3 		$229K Buy
656
+1
+0.2% +$345 0.09% 140
2025
Q2 		$218K Buy
+655
New +$187K 0.1% 134

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

Vantage Point Financial's ROK Position: Q1 2026 in Review

Vantage Point Financial reduced its Rockwell Automation (ROK) stake by 1.6% in Q1 2026, selling an estimated $4.34K and leaving 663 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #157.

Vantage Point Financial first reported a position in ROK in Q2 2025 and has held it in 4 quarters since. The position peaked at $262K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Vantage Point Financial held 663 shares of Rockwell Automation worth $238K as of Q1 2026.
  • Vantage Point Financial sold 11 Rockwell Automation shares in Q1 2026, an estimated $4.34K.
  • Rockwell Automation made up 0.08% of Vantage Point Financial's portfolio in Q1 2026, its #157 holding.
  • Vantage Point Financial first reported a position in Rockwell Automation in Q2 2025 and has held it in 4 quarters since.
  • Vantage Point Financial's Rockwell Automation position peaked at $262K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.