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DJE Kapital’s Rockwell Automation ROK Stock Holding History

DJE Kapital’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 		$51.8M Buy
106,419
+33,328
+46% +$14.5M 0.98% 31
2026
Q1 		$26.1M Buy
+73,091
New +$28.8M 0.58% 38
2025
Q4 		– Sell
-13,686
Closed -$4.52M – 132
2025
Q3 		$4.52M Hold
13,686
– – 0.11% 75
2025
Q2 		$4.52M Buy
+13,686
New +$3.9M 0.11% 75

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

DJE Kapital's ROK Position: Q2 2026 in Review

DJE Kapital increased its Rockwell Automation (ROK) stake by 46% in Q2 2026, buying an estimated $14.5M and bringing the position to 106,419 shares worth $51.8M. The position accounts for 0.98% of the portfolio, ranked #31.

DJE Kapital first reported a position in ROK in Q2 2025 and has held it in 4 quarters since. 1,539 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • DJE Kapital held 106,419 shares of Rockwell Automation worth $51.8M as of Q2 2026.
  • DJE Kapital bought 33,328 Rockwell Automation shares in Q2 2026, an estimated $14.5M.
  • Rockwell Automation made up 0.98% of DJE Kapital's portfolio in Q2 2026, its #31 holding.
  • DJE Kapital first reported a position in Rockwell Automation in Q2 2025 and has held it in 4 quarters since.
  • 1,539 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on DJE Kapital's 13F filing for Q2 2026, filed 4 Aug 2026.