Wallace Hart’s Rockwell Automation ROK Stock Holding History

Wallace Hart’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	$681K	Buy	1,898 +1,173	+162%	+$463K	0.94%	14
2025 Q4	$282K	Buy	+725	New	+$273K	0.21%	42

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

Wallace Hart's ROK Position: Q1 2026 in Review

Wallace Hart increased its Rockwell Automation (ROK) stake by 162% in Q1 2026, buying an estimated $463K and bringing the position to 1,898 shares worth $681K. The position accounts for 0.94% of the portfolio, ranked #14.

Wallace Hart first reported a position in ROK in Q4 2025 and has held it in 2 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Wallace Hart held 1,898 shares of Rockwell Automation worth $681K as of Q1 2026.
Wallace Hart bought 1,173 Rockwell Automation shares in Q1 2026, an estimated $463K.
Rockwell Automation made up 0.94% of Wallace Hart's portfolio in Q1 2026, its #14 holding.
Wallace Hart first reported a position in Rockwell Automation in Q4 2025 and has held it in 2 quarters since.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Wallace Hart's 13F filing for Q1 2026, filed 8 May 2026.