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Azimuth Capital Investment Management’s Rockwell Automation ROK Stock Holding History

Azimuth Capital Investment Management’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 		$6.49M Sell
18,075
-357
-2% -$141K 0.24% 127
2025
Q4 		$7.17M Sell
18,432
-770
-4% -$289K 0.26% 124
2025
Q3 		$6.71M Sell
19,202
-263
-1% -$90.8K 0.24% 126
2025
Q2 		$6.47M Sell
19,465
-1,863
-9% -$531K 0.24% 129
2025
Q1 		$5.51M Sell
21,328
-497
-2% -$138K 0.22% 135
2024
Q4 		$6.24M Sell
21,825
-345
-2% -$97K 0.24% 130
2024
Q3 		$5.95M Sell
22,170
-734
-3% -$195K 0.23% 133
2024
Q2 		$6.31M Sell
22,904
-1,080
-5% -$291K 0.26% 126
2024
Q1 		$6.99M Sell
23,984
-1,997
-8% -$575K 0.29% 119
2023
Q4 		$8.07M Sell
25,981
-950
-4% -$266K 0.36% 94
2023
Q3 		$7.7M Sell
26,931
-697
-3% -$216K 0.38% 87
2023
Q2 		$9.1M Sell
27,628
-560
-2% -$162K 0.43% 74
2023
Q1 		$8.27M Sell
28,188
-435
-2% -$124K 0.41% 83
2022
Q4 		$7.37M Buy
28,623
+518
+2% +$130K 0.37% 94
2022
Q3 		$6.05M Sell
28,105
-400
-1% -$93.3K 0.33% 113
2022
Q2 		$5.68M Buy
+28,505
New +$6.44M 0.29% 126

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

Azimuth Capital Investment Management's ROK Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its Rockwell Automation (ROK) stake by 1.9% in Q1 2026, selling an estimated $141K and leaving 18,075 shares worth $6.49M. The position accounts for 0.24% of the portfolio, ranked #127.

Azimuth Capital Investment Management first reported a position in ROK in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.1M in Q2 2023. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Azimuth Capital Investment Management held 18,075 shares of Rockwell Automation worth $6.49M as of Q1 2026.
  • Azimuth Capital Investment Management sold 357 Rockwell Automation shares in Q1 2026, an estimated $141K.
  • Rockwell Automation made up 0.24% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #127 holding.
  • Azimuth Capital Investment Management first reported a position in Rockwell Automation in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's Rockwell Automation position peaked at $9.1M in Q2 2023.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.