Vinva Investment Management’s Rockwell Automation ROK Stock Holding History

Vinva Investment 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	$11M	Sell	31,529 -18,064	-36%	-$7.13M	0.14%	168
2025 Q4	$19.5M	Buy	49,593 +40,973	+475%	+$15.4M	0.24%	106
2025 Q3	$2.97M	Buy	8,620 +7,015	+437%	+$2.42M	0.06%	230
2025 Q2	$530K	Buy	+1,605	New	+$457K	0.01%	349
2024 Q1	–	Sell	-3,861	Closed	-$1.2M	–	444
2023 Q4	$1.2M	Buy	+3,861	New	+$1.08M	0.08%	236
2023 Q3	–	Sell	-3,535	Closed	-$1.15M	–	399
2023 Q2	$1.15M	Sell	3,535 -359	-9%	-$104K	0.1%	224
2023 Q1	$1.12M	Buy	+3,894	New	+$1.11M	0.09%	238

Other funds holding ROK

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vinva Investment Management's ROK Position: Q1 2026 in Review

Vinva Investment Management reduced its Rockwell Automation (ROK) stake by 36% in Q1 2026, selling an estimated $7.13M and leaving 31,529 shares worth $11M. The position accounts for 0.14% of the portfolio, ranked #168.

Vinva Investment Management first reported a position in ROK in Q1 2023 and has held it in 7 quarters since. The position peaked at $19.5M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Vinva Investment Management held 31,529 shares of Rockwell Automation worth $11M as of Q1 2026.
Vinva Investment Management sold 18,064 Rockwell Automation shares in Q1 2026, an estimated $7.13M.
Rockwell Automation made up 0.14% of Vinva Investment Management's portfolio in Q1 2026, its #168 holding.
Vinva Investment Management first reported a position in Rockwell Automation in Q1 2023 and has held it in 7 quarters since.
Vinva Investment Management's Rockwell Automation position peaked at $19.5M in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Vinva Investment Management's 13F filing for Q1 2026, filed 14 May 2026.