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Wahed Invest’s Rockwell Automation ROK Stock Holding History

Wahed Invest’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 		$1.02M Sell
2,852
-126
-4% -$49.7K 0.13% 114
2025
Q4 		$1.16M Sell
2,978
-117
-4% -$44K 0.15% 97
2025
Q3 		$1.08M Buy
3,095
+18
+0.6% +$6.22K 0.15% 105
2025
Q2 		$1.02M Buy
3,077
+116
+4% +$33K 0.16% 103
2025
Q1 		$765K Buy
2,961
+17
+0.6% +$4.73K 0.13% 120
2024
Q4 		$841K Buy
2,944
+162
+6% +$45.6K 0.14% 105
2024
Q3 		$747K Buy
2,782
+259
+10% +$68.8K 0.13% 116
2024
Q2 		$695K Buy
2,523
+276
+12% +$74.5K 0.14% 108
2024
Q1 		$655K Buy
2,247
+288
+15% +$82.9K 0.15% 108
2023
Q4 		$608K Buy
1,959
+151
+8% +$42.3K 0.17% 96
2023
Q3 		$517K Buy
1,808
+147
+9% +$45.5K 0.17% 96
2023
Q2 		$547K Buy
1,661
+226
+16% +$65.3K 0.19% 87
2023
Q1 		$421K Sell
1,435
-56
-4% -$15.9K 0.18% 96
2022
Q4 		$384K Buy
1,491
+142
+11% +$35.6K 0.2% 95
2022
Q3 		$290K Buy
1,349
+109
+9% +$25.4K 0.18% 103
2022
Q2 		$247K Sell
1,240
-126
-9% -$28.5K 0.15% 115
2022
Q1 		$383K Sell
1,366
-20
-1% -$5.75K 0.23% 97
2021
Q4 		$484K Buy
+1,386
New +$459K 0.27% 77

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

Wahed Invest's ROK Position: Q1 2026 in Review

Wahed Invest reduced its Rockwell Automation (ROK) stake by 4.2% in Q1 2026, selling an estimated $49.7K and leaving 2,852 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #114.

Wahed Invest first reported a position in ROK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Wahed Invest held 2,852 shares of Rockwell Automation worth $1.02M as of Q1 2026.
  • Wahed Invest sold 126 Rockwell Automation shares in Q1 2026, an estimated $49.7K.
  • Rockwell Automation made up 0.13% of Wahed Invest's portfolio in Q1 2026, its #114 holding.
  • Wahed Invest first reported a position in Rockwell Automation in Q4 2021 and has held it in 18 quarters since.
  • Wahed Invest's Rockwell Automation position peaked at $1.16M in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.