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BOLTON SECURITIES CORPORATION’s Rockwell Automation ROK Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$633K Buy
+1,763
New +$696K 0.03% 483
2025
Q3 		$688K Buy
+1,969
New +$680K 0.03% 436
2025
Q1 		$504K Buy
+1,952
New +$543K 0.03% 476

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ROK Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Rockwell Automation (ROK) in Q1 2026: 1,763 shares worth $633K. The stake represents 0.03% of the portfolio and ranks #483 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in ROK as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in ROK in Q1 2025 and has held it in 3 quarters since. The position peaked at $688K in Q3 2025. 1,429 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 1,763 shares of Rockwell Automation worth $633K as of Q1 2026.
  • Rockwell Automation was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Rockwell Automation made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #483 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Rockwell Automation in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Rockwell Automation position peaked at $688K in Q3 2025.
  • 1,429 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.