WealthCollab’s Rockwell Automation ROK Stock Holding History

WealthCollab’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	$23K	Hold	64	–	–	0.01%	343
2025 Q4	$24.9K	Hold	64	–	–	0.01%	339
2025 Q3	$22.4K	Hold	64	–	–	0.01%	334
2025 Q2	$21.3K	Hold	64	–	–	0.01%	322
2025 Q1	$16.5K	Hold	64	–	–	0.01%	362
2024 Q4	$18.3K	Hold	64	–	–	0.01%	331
2024 Q3	$17.2K	Hold	64	–	–	0.01%	345
2024 Q2	$17.6K	Hold	64	–	–	0.01%	314
2024 Q1	$18.6K	Hold	64	–	–	0.01%	311
2023 Q4	$19.9K	Buy	+64	New	+$17.9K	0.02%	277

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

WealthCollab's ROK Position: Q1 2026 in Review

WealthCollab held its Rockwell Automation (ROK) position steady in Q1 2026 at 64 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #343.

WealthCollab first reported a position in ROK in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.9K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

WealthCollab held 64 shares of Rockwell Automation worth $23K as of Q1 2026.
WealthCollab left its Rockwell Automation share count unchanged in Q1 2026.
Rockwell Automation made up 0.01% of WealthCollab's portfolio in Q1 2026, its #343 holding.
WealthCollab first reported a position in Rockwell Automation in Q4 2023 and has held it in 10 quarters since.
WealthCollab's Rockwell Automation position peaked at $24.9K in Q4 2025.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

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