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Baldwin Investment Management’s Rockwell Automation ROK Stock Holding History

Baldwin 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
Q2 		$5.37M Buy
10,843
+466
+4% +$203K 0.52% 31
2026
Q1 		$3.72M Sell
10,377
-5
-0% -$1.97K 0.44% 36
2025
Q4 		$4.04M Sell
10,382
-158
-1% -$59.4K 0.46% 32
2025
Q3 		$3.68M Sell
10,540
-75
-0.7% -$25.9K 0.42% 33
2025
Q2 		$3.53M Buy
10,615
+8,229
+345% +$2.34M 0.43% 32
2025
Q1 		$616K Buy
2,386
+155
+7% +$43.1K 0.07% 134
2024
Q4 		$638K Sell
2,231
-239
-10% -$67.2K 0.08% 129
2024
Q3 		$663K Sell
2,470
-610
-20% -$162K 0.08% 136
2024
Q2 		$848K Sell
3,080
-779
-20% -$210K 0.12% 117
2024
Q1 		$1.12M Sell
3,859
-206
-5% -$59.3K 0.15% 103
2023
Q4 		$1.26M Hold
4,065
– – 0.2% 77
2023
Q3 		$1.16M Buy
4,065
+1,135
+39% +$351K 0.19% 80
2023
Q2 		$965K Buy
2,930
+15
+0.5% +$4.33K 0.16% 93
2023
Q1 		$855K Buy
2,915
+330
+13% +$93.8K 0.15% 98
2022
Q4 		$666K Buy
2,585
+80
+3% +$20.1K 0.12% 120
2022
Q3 		$539K Sell
2,505
-75
-3% -$17.5K 0.11% 126
2022
Q2 		$514K Buy
2,580
+140
+6% +$31.6K 0.1% 138
2022
Q1 		$683K Buy
2,440
+295
+14% +$84.8K 0.1% 131
2021
Q4 		$748K Sell
2,145
-5
-0.2% -$1.66K 0.12% 129
2021
Q3 		$632K Buy
2,150
+5
+0.2% +$1.53K 0.11% 135
2021
Q2 		$614K Sell
2,145
-20
-0.9% -$5.39K 0.1% 133
2021
Q1 		$575K Sell
2,165
-275
-11% -$70.1K 0.11% 138
2020
Q4 		$612K Buy
+2,440
New +$597K 0.12% 129

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baldwin Investment Management's ROK Position: Q2 2026 in Review

Baldwin Investment Management increased its Rockwell Automation (ROK) stake by 4.5% in Q2 2026, buying an estimated $203K and bringing the position to 10,843 shares worth $5.37M. The position accounts for 0.52% of the portfolio, ranked #31.

Baldwin Investment Management first reported a position in ROK in Q4 2020 and has held it in 23 quarters since. 1,534 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Baldwin Investment Management held 10,843 shares of Rockwell Automation worth $5.37M as of Q2 2026.
  • Baldwin Investment Management bought 466 Rockwell Automation shares in Q2 2026, an estimated $203K.
  • Rockwell Automation made up 0.52% of Baldwin Investment Management's portfolio in Q2 2026, its #31 holding.
  • Baldwin Investment Management first reported a position in Rockwell Automation in Q4 2020 and has held it in 23 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.