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Vise Technologies’s Rockwell Automation ROK Stock Holding History

Vise Technologies’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 		$1.22M Hold
3,127
– – 0.02% 526
2025
Q4 		$1.22M Buy
3,127
+1,717
+122% +$645K 0.02% 528
2025
Q3 		$493K Buy
1,410
+135
+11% +$46.6K 0.02% 675
2025
Q2 		$424K Buy
+1,275
New +$363K 0.02% 707
2024
Q4 		$252K Buy
+883
New +$248K 0.02% 673

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

Vise Technologies's ROK Position: Q1 2026 in Review

Vise Technologies held its Rockwell Automation (ROK) position steady in Q1 2026 at 3,127 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #526.

Vise Technologies first reported a position in ROK in Q4 2024 and has held it in 5 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Vise Technologies held 3,127 shares of Rockwell Automation worth $1.22M as of Q1 2026.
  • Vise Technologies left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #526 holding.
  • Vise Technologies first reported a position in Rockwell Automation in Q4 2024 and has held it in 5 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.