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VCI Wealth Management’s Rockwell Automation ROK Stock Holding History

VCI Wealth 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 		$2.92M Sell
8,150
-314
-4% -$124K 0.81% 26
2025
Q4 		$3.29M Buy
8,464
+1,569
+23% +$590K 0.92% 23
2025
Q3 		$2.41M Buy
6,895
+1,564
+29% +$540K 0.73% 30
2025
Q2 		$1.77M Buy
5,331
+213
+4% +$60.7K 0.62% 39
2025
Q1 		$1.32M Sell
5,118
-959
-16% -$267K 0.55% 46
2024
Q4 		$1.74M Buy
6,077
+1,537
+34% +$432K 0.74% 38
2024
Q3 		$1.22M Buy
+4,540
New +$1.21M 0.54% 60

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

VCI Wealth Management's ROK Position: Q1 2026 in Review

VCI Wealth Management reduced its Rockwell Automation (ROK) stake by 3.7% in Q1 2026, selling an estimated $124K and leaving 8,150 shares worth $2.92M. The position accounts for 0.81% of the portfolio, ranked #26.

VCI Wealth Management first reported a position in ROK in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.29M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • VCI Wealth Management held 8,150 shares of Rockwell Automation worth $2.92M as of Q1 2026.
  • VCI Wealth Management sold 314 Rockwell Automation shares in Q1 2026, an estimated $124K.
  • Rockwell Automation made up 0.81% of VCI Wealth Management's portfolio in Q1 2026, its #26 holding.
  • VCI Wealth Management first reported a position in Rockwell Automation in Q3 2024 and has held it in 7 quarters since.
  • VCI Wealth Management's Rockwell Automation position peaked at $3.29M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.