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Cambiar Investors’s Rockwell Automation ROK Stock Holding History

Cambiar Investors’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
Q3 		– Sell
-878
Closed -$292K – 150
2025
Q2 		$292K Sell
878
-395
-31% -$113K 0.01% 140
2025
Q1 		$329K Sell
1,273
-400
-24% -$111K 0.01% 147
2024
Q4 		$478K Hold
1,673
– – 0.02% 143
2024
Q3 		$449K Sell
1,673
-149
-8% -$39.6K 0.02% 137
2024
Q2 		$502K Sell
1,822
-123,632
-99% -$33.4M 0.02% 136
2024
Q1 		$36.5M Buy
125,454
+14,238
+13% +$4.1M 1.36% 34
2023
Q4 		$34.5M Buy
111,216
+18,039
+19% +$5.06M 1.36% 30
2023
Q3 		$26.6M Sell
93,177
-12,162
-12% -$3.76M 1.13% 35
2023
Q2 		$34.7M Sell
105,339
-14,021
-12% -$4.05M 1.47% 30
2023
Q1 		$35M Sell
119,360
-17,850
-13% -$5.08M 1.51% 31
2022
Q4 		$35.3M Sell
137,210
-3,537
-3% -$888K 1.61% 22
2022
Q3 		$30.3M Buy
140,747
+25,289
+22% +$5.9M 1.53% 29
2022
Q2 		$23M Buy
+115,458
New +$26.1M 1.02% 46
2020
Q4 		– Sell
-121,236
Closed -$26.8M – 157
2020
Q3 		$26.8M Sell
121,236
-58,120
-32% -$13M 1.22% 38
2020
Q2 		$38.2M Sell
179,356
-28,384
-14% -$5.49M 1.75% 22
2020
Q1 		$31.4M Sell
207,740
-13,927
-6% -$2.58M 1.58% 26
2019
Q4 		$44.9M Sell
221,667
-45,425
-17% -$8.42M 1.44% 21
2019
Q3 		$44M Sell
267,092
-5,856
-2% -$925K 1.41% 22
2019
Q2 		$44.7M Buy
272,948
+85,412
+46% +$14.4M 1.16% 26
2019
Q1 		$32.9M Buy
187,536
+8,412
+5% +$1.43M 0.78% 36
2018
Q4 		$27M Sell
179,124
-28,674
-14% -$4.78M 0.61% 50
2018
Q3 		$39M Sell
207,798
-5,067
-2% -$907K 0.71% 38
2018
Q2 		$35.4M Buy
+212,865
New +$37M 0.59% 47
2013
Q4 		– Sell
-873,643
Closed -$93.4M – 162
2013
Q3 		$93.4M Sell
873,643
-95,617
-10% -$9.34M 1.53% 28
2013
Q2 		$80.6M Buy
+969,260
New +$83.7M 1.3% 36

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cambiar Investors's ROK Position: Q3 2025 in Review

Cambiar Investors sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 878 shares — an estimated $292K sold.

Cambiar Investors first reported a position in ROK in Q2 2013 and held it in 25 quarters. The position peaked at $93.4M in Q3 2013. 1,294 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Cambiar Investors reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
  • Cambiar Investors sold 878 Rockwell Automation shares in Q3 2025, an estimated $292K.
  • Cambiar Investors first reported a position in Rockwell Automation in Q2 2013 and held it in 25 quarters.
  • Cambiar Investors's Rockwell Automation position peaked at $93.4M in Q3 2013.
  • 1,294 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Cambiar Investors's 13F filing for Q3 2025, filed 3 Nov 2025.