Battery Global Advisors
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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
Q3 		$260K Hold
598
– – 0.13% 38
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Battery Global Advisors's ROK Position: Q3 2026 in Review

Battery Global Advisors held its Rockwell Automation (ROK) position steady in Q3 2026 at 598 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #38.

Battery Global Advisors first reported a position in ROK in Q3 2024 and has held it in 9 quarters since. The position peaked at $296K in Q2 2026. 985 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Battery Global Advisors held 598 shares of Rockwell Automation worth $260K as of Q3 2026.
  • Battery Global Advisors left its Rockwell Automation share count unchanged in Q3 2026.
  • Rockwell Automation made up 0.13% of Battery Global Advisors's portfolio in Q3 2026, its #38 holding.
  • Battery Global Advisors first reported a position in Rockwell Automation in Q3 2024 and has held it in 9 quarters since.
  • Battery Global Advisors's Rockwell Automation position peaked at $296K in Q2 2026.
  • 985 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Battery Global Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.