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FORA Capital’s Rockwell Automation ROK Stock Holding History

FORA 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
Q1 		$2.49M Buy
+6,951
New +$2.74M 0.18% 146
2025
Q4 		– Sell
-1,158
Closed -$405K – 622
2025
Q3 		$405K Buy
+1,158
New +$400K 0.07% 322
2025
Q1 		– Sell
-3,772
Closed -$1.08M – 635
2024
Q4 		$1.08M Sell
3,772
-13,150
-78% -$3.7M 0.12% 193
2024
Q3 		$4.54M Sell
16,922
-5,866
-26% -$1.56M 0.53% 51
2024
Q2 		$6.27M Sell
22,788
-1,943
-8% -$524K 0.76% 26
2024
Q1 		$7.2M Buy
24,731
+9,582
+63% +$2.76M 0.59% 45
2023
Q4 		$4.7M Sell
15,149
-418
-3% -$117K 0.4% 77
2023
Q3 		$4.45M Buy
+15,567
New +$4.81M 0.39% 74
2022
Q4 		– Sell
-8,765
Closed -$1.89M – 635
2022
Q3 		$1.89M Buy
8,765
+1,510
+21% +$352K 0.36% 76
2022
Q2 		$1.45M Buy
+7,255
New +$1.64M 0.29% 110
2021
Q4 		– Sell
-2,160
Closed -$635K – 441
2021
Q3 		$635K Sell
2,160
-5,471
-72% -$1.68M 0.16% 170
2021
Q2 		$2.18M Buy
7,631
+4,376
+134% +$1.18M 0.41% 58
2021
Q1 		$864K Buy
3,255
+33
+1% +$8.41K 0.28% 75
2020
Q4 		$808K Buy
+3,222
New +$788K 0.12% 187
2020
Q3 		– Sell
-2,427
Closed -$517K – 932
2020
Q2 		$517K Buy
+2,427
New +$469K 0.18% 151

Other funds holding ROK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FORA Capital's ROK Position: Q1 2026 in Review

FORA Capital opened a new position in Rockwell Automation (ROK) in Q1 2026: 6,951 shares worth $2.49M. The stake represents 0.18% of the portfolio and ranks #146 among its holdings. This is a return to the name: FORA Capital previously reported a position in ROK as recently as Q3 2025.

FORA Capital first reported a position in ROK in Q2 2020 and has held it in 15 quarters since. The position peaked at $7.2M in Q1 2024. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • FORA Capital held 6,951 shares of Rockwell Automation worth $2.49M as of Q1 2026.
  • Rockwell Automation was a new FORA Capital position in Q1 2026.
  • Rockwell Automation made up 0.18% of FORA Capital's portfolio in Q1 2026, its #146 holding.
  • FORA Capital first reported a position in Rockwell Automation in Q2 2020 and has held it in 15 quarters since.
  • FORA Capital's Rockwell Automation position peaked at $7.2M in Q1 2024.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.