BA
ROK icon

Bridgewater Advisors’s Rockwell Automation ROK Stock Holding History

Bridgewater 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 		$735K Buy
1,528
+1,057
+224% +$460K 0.04% 205
2026
Q1 		$214K Buy
+471
New +$186K 0.01% 436

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bridgewater Advisors's ROK Position: Q2 2026 in Review

Bridgewater Advisors increased its Rockwell Automation (ROK) stake by 224% in Q2 2026, buying an estimated $460K and bringing the position to 1,528 shares worth $735K. The position accounts for 0.04% of the portfolio, ranked #205.

Bridgewater Advisors first reported a position in ROK in Q1 2026 and has held it in 2 quarters since. 985 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Bridgewater Advisors held 1,528 shares of Rockwell Automation worth $735K as of Q2 2026.
  • Bridgewater Advisors bought 1,057 Rockwell Automation shares in Q2 2026, an estimated $460K.
  • Rockwell Automation made up 0.04% of Bridgewater Advisors's portfolio in Q2 2026, its #205 holding.
  • Bridgewater Advisors first reported a position in Rockwell Automation in Q1 2026 and has held it in 2 quarters since.
  • 985 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.