WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s Rockwell Automation ROK Stock Holding History

WorldQuant Millennium Advisors’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 		$126M Buy
350,007
+52,047
+17% +$20.5M 0.48% 52
2025
Q4 		$116M Sell
297,960
-65,074
-18% -$24.5M 0.45% 52
2025
Q3 		$127M Buy
363,034
+29,873
+9% +$10.3M 0.55% 50
2025
Q2 		$111M Buy
333,161
+149,379
+81% +$42.6M 0.55% 43
2025
Q1 		$47.5M Buy
+183,782
New +$51.2M 0.3% 98
2024
Q4 		– Sell
-3,709
Closed -$996K – 500
2024
Q3 		$996K Buy
+3,709
New +$985K 0.01% 376
2024
Q1 		– Sell
-96,605
Closed -$30M – 395
2023
Q4 		$30M Buy
96,605
+57,737
+149% +$16.2M 0.42% 71
2023
Q3 		$11.1M Buy
+38,868
New +$12M 0.17% 161
2023
Q1 		– Sell
-34,327
Closed -$8.84M – 399
2022
Q4 		$8.84M Sell
34,327
-92,643
-73% -$23.3M 0.2% 153
2022
Q3 		$27.3M Buy
+126,970
New +$29.6M 0.66% 45
2021
Q2 		– Sell
-54,264
Closed -$14.4M – 399
2021
Q1 		$14.4M Sell
54,264
-8,237
-13% -$2.1M 0.31% 112
2020
Q4 		$15.7M Sell
62,501
-524
-0.8% -$128K 0.34% 99
2020
Q3 		$13.9M Sell
63,025
-33,964
-35% -$7.59M 0.33% 101
2020
Q2 		$20.7M Sell
96,989
-166,118
-63% -$32.1M 0.48% 60
2020
Q1 		$39.7M Sell
263,107
-13,449
-5% -$2.49M 0.97% 19
2019
Q4 		$56M Sell
276,556
-19,889
-7% -$3.69M 1.07% 13
2019
Q3 		$48.9M Sell
296,445
-12,336
-4% -$1.95M 0.95% 24
2019
Q2 		$50.6M Buy
308,781
+48,637
+19% +$8.22M 0.96% 24
2019
Q1 		$45.6M Buy
260,144
+23,768
+10% +$4.04M 1.08% 19
2018
Q4 		$35.6M Buy
236,376
+92,232
+64% +$15.4M 1.05% 19
2018
Q3 		$27M Buy
+144,144
New +$25.8M 0.91% 27

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

WorldQuant Millennium Advisors's ROK Position: Q1 2026 in Review

WorldQuant Millennium Advisors increased its Rockwell Automation (ROK) stake by 17% in Q1 2026, buying an estimated $20.5M and bringing the position to 350,007 shares worth $126M. The position accounts for 0.48% of the portfolio, ranked #52.

WorldQuant Millennium Advisors first reported a position in ROK in Q3 2018 and has held it in 21 quarters since. The position peaked at $127M in Q3 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • WorldQuant Millennium Advisors held 350,007 shares of Rockwell Automation worth $126M as of Q1 2026.
  • WorldQuant Millennium Advisors bought 52,047 Rockwell Automation shares in Q1 2026, an estimated $20.5M.
  • Rockwell Automation made up 0.48% of WorldQuant Millennium Advisors's portfolio in Q1 2026, its #52 holding.
  • WorldQuant Millennium Advisors first reported a position in Rockwell Automation in Q3 2018 and has held it in 21 quarters since.
  • WorldQuant Millennium Advisors's Rockwell Automation position peaked at $127M in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q1 2026, filed 15 May 2026.