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VestGen Advisors’s Rockwell Automation ROK Stock Holding History

VestGen Advisors’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 		$1.55M Sell
3,406
-1,540
-31% -$608K 0.04% 361
2025
Q4 		$1.92M Sell
4,946
-767
-13% -$288K 0.08% 243
2025
Q3 		$2M Sell
5,713
-1,061
-16% -$366K 0.07% 247
2025
Q2 		$2.25M Sell
6,774
-1,429
-17% -$407K 0.09% 204
2025
Q1 		$2.12M Buy
+8,203
New +$2.28M 0.1% 185

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

VestGen Advisors's ROK Position: Q1 2026 in Review

VestGen Advisors reduced its Rockwell Automation (ROK) stake by 31% in Q1 2026, selling an estimated $608K and leaving 3,406 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #361.

VestGen Advisors first reported a position in ROK in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.25M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • VestGen Advisors held 3,406 shares of Rockwell Automation worth $1.55M as of Q1 2026.
  • VestGen Advisors sold 1,540 Rockwell Automation shares in Q1 2026, an estimated $608K.
  • Rockwell Automation made up 0.04% of VestGen Advisors's portfolio in Q1 2026, its #361 holding.
  • VestGen Advisors first reported a position in Rockwell Automation in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's Rockwell Automation position peaked at $2.25M in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.