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Belmont Capital’s Rockwell Automation ROK Stock Holding History

Belmont 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
2025
Q2 		$346K Hold
1,042
– – 0.05% 96
2025
Q1 		$269K Buy
+1,042
New +$290K 0.05% 104
2024
Q4 		– Sell
-1,042
Closed -$280K – 160
2024
Q3 		$280K Hold
1,042
– – 0.05% 101
2024
Q2 		$287K Buy
+1,042
New +$281K 0.05% 110

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Belmont Capital's ROK Position: Q2 2025 in Review

Belmont Capital held its Rockwell Automation (ROK) position steady in Q2 2025 at 1,042 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #96.

Belmont Capital first reported a position in ROK in Q2 2024 and has held it in 4 quarters since. 1,268 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Belmont Capital held 1,042 shares of Rockwell Automation worth $346K as of Q2 2025.
  • Belmont Capital left its Rockwell Automation share count unchanged in Q2 2025.
  • Rockwell Automation made up 0.05% of Belmont Capital's portfolio in Q2 2025, its #96 holding.
  • Belmont Capital first reported a position in Rockwell Automation in Q2 2024 and has held it in 4 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.