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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
Q2 		– Sell
-274
Closed -$98.3K – 1166
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 $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

Bayforest Capital's ROK Position: Q2 2026 in Review

Bayforest Capital sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 274 shares — an estimated $98.3K sold.

Bayforest Capital first reported a position in ROK in Q1 2025 and held it in 5 quarters. The position peaked at $681K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Bayforest Capital reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Bayforest Capital sold 274 Rockwell Automation shares in Q2 2026, an estimated $98.3K.
  • Bayforest Capital first reported a position in Rockwell Automation in Q1 2025 and held it in 5 quarters.
  • Bayforest Capital's Rockwell Automation position peaked at $681K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.