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Caldwell Sutter Capital’s Rockwell Automation ROK Stock Holding History

Caldwell Sutter 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 		$4.46K Hold
9
– – ﹤0.01% 701
2026
Q1 		$3.23K Hold
9
– – ﹤0.01% 705
2025
Q4 		$3.5K Hold
9
– – ﹤0.01% 680
2025
Q3 		$3.15K Hold
9
– – ﹤0.01% 691
2025
Q2 		$2.99K Hold
9
– – ﹤0.01% 669
2025
Q1 		$2.33K Hold
9
– – ﹤0.01% 716
2024
Q4 		$2.57K Hold
9
– – ﹤0.01% 718
2024
Q3 		$2.42K Hold
9
– – ﹤0.01% 735
2024
Q2 		$2.48K Hold
9
– – ﹤0.01% 733
2024
Q1 		$2.62K Hold
9
– – ﹤0.01% 718
2023
Q4 		$2.79K Hold
9
– – ﹤0.01% 714
2023
Q3 		$2.57K Hold
9
– – ﹤0.01% 695
2023
Q2 		$2.96K Buy
+9
New +$2.6K ﹤0.01% 682

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

Caldwell Sutter Capital's ROK Position: Q2 2026 in Review

Caldwell Sutter Capital held its Rockwell Automation (ROK) position steady in Q2 2026 at 9 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Caldwell Sutter Capital first reported a position in ROK in Q2 2023 and has held it in 13 quarters since. 1,526 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Caldwell Sutter Capital held 9 shares of Rockwell Automation worth $4.46K as of Q2 2026.
  • Caldwell Sutter Capital left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #701 holding.
  • Caldwell Sutter Capital first reported a position in Rockwell Automation in Q2 2023 and has held it in 13 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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