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Battery Global Advisors’s Rockwell Automation ROK Stock Holding History

Battery Global 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
Q2 		$296K Hold
598
– – 0.15% 36
2026
Q1 		$215K Buy
598
+543
+987% +$214K 0.12% 43
2025
Q4 		$6.22K Sell
55
-543
-91% -$204K ﹤0.01% 142
2025
Q3 		$209K Hold
598
– – 0.1% 40
2025
Q2 		$199K Hold
598
– – 0.1% 40
2025
Q1 		$155K Hold
598
– – 0.09% 42
2024
Q4 		$171K Hold
598
– – 0.09% 39
2024
Q3 		$161K Buy
+598
New +$159K 0.09% 42

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

Battery Global Advisors's ROK Position: Q2 2026 in Review

Battery Global Advisors held its Rockwell Automation (ROK) position steady in Q2 2026 at 598 shares worth $296K. The position accounts for 0.15% of the portfolio, ranked #36.

Battery Global Advisors first reported a position in ROK in Q3 2024 and has held it in 8 quarters since. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Battery Global Advisors held 598 shares of Rockwell Automation worth $296K as of Q2 2026.
  • Battery Global Advisors left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.15% of Battery Global Advisors's portfolio in Q2 2026, its #36 holding.
  • Battery Global Advisors first reported a position in Rockwell Automation in Q3 2024 and has held it in 8 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.