VC
ROK icon

Vicus Capital’s Rockwell Automation ROK Stock Holding History

Vicus Capital’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 		$483K Buy
1,346
+267
+25% +$105K 0.04% 179
2025
Q4 		$420K Buy
1,079
+3
+0.3% +$1.13K 0.03% 191
2025
Q3 		$376K Buy
1,076
+4
+0.4% +$1.38K 0.03% 201
2025
Q2 		$356K Buy
1,072
+4
+0.4% +$1.14K 0.03% 195
2025
Q1 		$276K Sell
1,068
-68
-6% -$18.9K 0.03% 199
2024
Q4 		$325K Buy
1,136
+4
+0.4% +$1.13K 0.03% 176
2024
Q3 		$304K Buy
+1,132
New +$301K 0.03% 173

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

Vicus Capital's ROK Position: Q1 2026 in Review

Vicus Capital increased its Rockwell Automation (ROK) stake by 25% in Q1 2026, buying an estimated $105K and bringing the position to 1,346 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #179.

Vicus Capital first reported a position in ROK in Q3 2024 and has held it in 7 quarters since. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Vicus Capital held 1,346 shares of Rockwell Automation worth $483K as of Q1 2026.
  • Vicus Capital bought 267 Rockwell Automation shares in Q1 2026, an estimated $105K.
  • Rockwell Automation made up 0.04% of Vicus Capital's portfolio in Q1 2026, its #179 holding.
  • Vicus Capital first reported a position in Rockwell Automation in Q3 2024 and has held it in 7 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.