VFG
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Victory Financial Group’s Rockwell Automation ROK Stock Holding History

Victory Financial Group’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 		$220K Sell
614
-29
-5% -$11.4K 0.03% 320
2025
Q4 		$250K Buy
643
+13
+2% +$4.89K 0.03% 263
2025
Q3 		$218K Sell
630
-94
-13% -$32.5K 0.03% 233
2025
Q2 		$240K Buy
+724
New +$206K 0.04% 196

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

Victory Financial Group's ROK Position: Q1 2026 in Review

Victory Financial Group reduced its Rockwell Automation (ROK) stake by 4.5% in Q1 2026, selling an estimated $11.4K and leaving 614 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #320.

Victory Financial Group first reported a position in ROK in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Victory Financial Group held 614 shares of Rockwell Automation worth $220K as of Q1 2026.
  • Victory Financial Group sold 29 Rockwell Automation shares in Q1 2026, an estimated $11.4K.
  • Rockwell Automation made up 0.03% of Victory Financial Group's portfolio in Q1 2026, its #320 holding.
  • Victory Financial Group first reported a position in Rockwell Automation in Q2 2025 and has held it in 4 quarters since.
  • Victory Financial Group's Rockwell Automation position peaked at $250K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.