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Washington Trust Bank’s Rockwell Automation ROK Stock Holding History

Washington Trust Bank’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 		$249K Sell
695
-16
-2% -$6.31K 0.02% 184
2025
Q4 		$277K Sell
711
-59
-8% -$22.2K 0.02% 181
2025
Q3 		$269K Buy
770
+54
+8% +$18.7K 0.02% 182
2025
Q2 		$238K Buy
+716
New +$204K 0.02% 187
2022
Q2 		– Sell
-2,273
Closed -$637K – 238
2022
Q1 		$637K Hold
2,273
– – 0.07% 122
2021
Q4 		$793K Sell
2,273
-25
-1% -$8.28K 0.08% 111
2021
Q3 		$676K Hold
2,298
– – 0.08% 106
2021
Q2 		$657K Sell
2,298
-980
-30% -$264K 0.08% 110
2021
Q1 		$870K Buy
3,278
+10
+0.3% +$2.55K 0.11% 97
2020
Q4 		$820K Sell
3,268
-4,813
-60% -$1.18M 0.11% 104
2020
Q3 		$1.78M Hold
8,081
– – 0.26% 57
2020
Q2 		$1.72M Hold
8,081
– – 0.27% 60
2020
Q1 		$1.22M Sell
8,081
-3,709
-31% -$687K 0.23% 67
2019
Q4 		$2.39M Hold
11,790
– – 0.34% 58
2019
Q3 		$1.94M Hold
11,790
– – 0.32% 63
2019
Q2 		$1.93M Hold
11,790
– – 0.31% 63
2019
Q1 		$2.07M Hold
11,790
– – 0.33% 61
2018
Q4 		$1.77M Hold
11,790
– – 0.23% 85
2018
Q3 		$2.21M Hold
11,790
– – 0.33% 64
2018
Q2 		$1.96M Buy
+11,790
New +$2.05M 0.27% 69
2017
Q1 		– Sell
-12
Closed -$2K – 910
2016
Q4 		$2K Hold
12
– – ﹤0.01% 690
2016
Q3 		$1K Buy
+12
New +$1.4K ﹤0.01% 946
2014
Q3 		– Sell
-95
Closed -$12K – 853
2014
Q2 		$12K Buy
+95
New +$11.7K ﹤0.01% 707

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

Washington Trust Bank's ROK Position: Q1 2026 in Review

Washington Trust Bank reduced its Rockwell Automation (ROK) stake by 2.3% in Q1 2026, selling an estimated $6.31K and leaving 695 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #184.

Washington Trust Bank first reported a position in ROK in Q2 2014 and has held it in 23 quarters since. The position peaked at $2.39M in Q4 2019. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Washington Trust Bank held 695 shares of Rockwell Automation worth $249K as of Q1 2026.
  • Washington Trust Bank sold 16 Rockwell Automation shares in Q1 2026, an estimated $6.31K.
  • Rockwell Automation made up 0.02% of Washington Trust Bank's portfolio in Q1 2026, its #184 holding.
  • Washington Trust Bank first reported a position in Rockwell Automation in Q2 2014 and has held it in 23 quarters since.
  • Washington Trust Bank's Rockwell Automation position peaked at $2.39M in Q4 2019.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Washington Trust Bank's 13F filing for Q1 2026, filed 7 May 2026.