Buckhead Capital Management’s Rockwell Automation ROK Stock Holding History

Buckhead Capital Management’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	$4.47M	Buy	9,019 +486	+6%	+$211K	1.53%	18
2026 Q1	$3.06M	Sell	8,533 -557	-6%	-$220K	1.15%	35
2025 Q4	$3.54M	Sell	9,090 -331	-4%	-$124K	1.27%	31
2025 Q3	$3.29M	Sell	9,421 -2,261	-19%	-$781K	1.2%	36
2025 Q2	$3.88M	Sell	11,682 -4,440	-28%	-$1.26M	1.5%	26
2025 Q1	$4.17M	Buy	16,122 +341	+2%	+$94.9K	1.34%	31
2024 Q4	$4.51M	Buy	15,781 +1,965	+14%	+$553K	1.44%	31
2024 Q3	$3.71M	Buy	13,816 +1,150	+9%	+$305K	1.17%	39
2024 Q2	$3.49M	Buy	+12,666	New	+$3.42M	1.18%	38

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Buckhead Capital Management's ROK Position: Q2 2026 in Review

Buckhead Capital Management increased its Rockwell Automation (ROK) stake by 5.7% in Q2 2026, buying an estimated $211K and bringing the position to 9,019 shares worth $4.47M. The position accounts for 1.53% of the portfolio, ranked #18.

Buckhead Capital Management first reported a position in ROK in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.51M in Q4 2024. 1,535 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Buckhead Capital Management held 9,019 shares of Rockwell Automation worth $4.47M as of Q2 2026.
Buckhead Capital Management bought 486 Rockwell Automation shares in Q2 2026, an estimated $211K.
Rockwell Automation made up 1.53% of Buckhead Capital Management's portfolio in Q2 2026, its #18 holding.
Buckhead Capital Management first reported a position in Rockwell Automation in Q2 2024 and has held it in 9 quarters since.
Buckhead Capital Management's Rockwell Automation position peaked at $4.51M in Q4 2024.
1,535 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Buckhead Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.