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Bayforest Capital’s Rockwell Automation ROK Stock Holding History

Bayforest 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
Q1 		$98.3K Sell
274
-470
-63% -$185K 0.11% 358
2025
Q4 		$289K Sell
744
-1,205
-62% -$453K 0.22% 154
2025
Q3 		$681K Buy
1,949
+6
+0.3% +$2.07K 0.32% 66
2025
Q2 		$645K Buy
1,943
+1,374
+241% +$391K 0.28% 104
2025
Q1 		$147K Buy
+569
New +$158K 0.06% 441

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

Bayforest Capital's ROK Position: Q1 2026 in Review

Bayforest Capital reduced its Rockwell Automation (ROK) stake by 63% in Q1 2026, selling an estimated $185K and leaving 274 shares worth $98.3K. The position accounts for 0.11% of the portfolio, ranked #358.

Bayforest Capital first reported a position in ROK in Q1 2025 and has held it in 5 quarters since. The position peaked at $681K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Bayforest Capital held 274 shares of Rockwell Automation worth $98.3K as of Q1 2026.
  • Bayforest Capital sold 470 Rockwell Automation shares in Q1 2026, an estimated $185K.
  • Rockwell Automation made up 0.11% of Bayforest Capital's portfolio in Q1 2026, its #358 holding.
  • Bayforest Capital first reported a position in Rockwell Automation in Q1 2025 and has held it in 5 quarters since.
  • Bayforest Capital's Rockwell Automation position peaked at $681K in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.