Apella Capital’s Rockwell Automation ROK Stock Holding History

Apella Capital’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 Q3	$1.49M	Buy	3,380 +119	+4%	+$52.9K	0.02%	322
2026 Q2	$1.53M	Buy	3,261 +28	+0.9%	+$12.2K	0.02%	303
2026 Q1	$1.34M	Buy	3,233 +161	+5%	+$63.5K	0.02%	320
2025 Q4	$1.2M	Buy	3,072 +397	+15%	+$149K	0.02%	258
2025 Q3	$931K	Buy	2,675 +1,494	+127%	+$516K	0.02%	261
2025 Q2	$400K	Buy	1,181 +220	+23%	+$62.7K	0.01%	322
2025 Q1	$233K	Buy	+961	New	+$267K	0.01%	353

Other funds holding ROK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Apella Capital's ROK Position: Q3 2026 in Review

Apella Capital increased its Rockwell Automation (ROK) stake by 3.6% in Q3 2026, buying an estimated $52.9K and bringing the position to 3,380 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #322.

Apella Capital first reported a position in ROK in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.53M in Q2 2026. 1,095 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

Apella Capital held 3,380 shares of Rockwell Automation worth $1.49M as of Q3 2026.
Apella Capital bought 119 Rockwell Automation shares in Q3 2026, an estimated $52.9K.
Rockwell Automation made up 0.02% of Apella Capital's portfolio in Q3 2026, its #322 holding.
Apella Capital first reported a position in Rockwell Automation in Q1 2025 and has held it in 7 quarters since.
Apella Capital's Rockwell Automation position peaked at $1.53M in Q2 2026.
1,095 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.