Fourpath Capital Management’s Rockwell Automation ROK Stock Holding History

Fourpath 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	$250K	Buy	+504	New	+$219K	0.03%	205
2024 Q4	–	Sell	-512	Closed	-$137K	–	648
2024 Q3	$137K	Buy	+512	New	+$136K	0.03%	248
2023 Q3	–	Sell	-837	Closed	-$276K	–	132
2023 Q2	$276K	Hold	837	–	–	0.33%	77
2023 Q1	$246K	Hold	837	–	–	0.17%	110
2022 Q4	$216K	Buy	+837	New	+$210K	0.16%	112
2022 Q2	–	Sell	-837	Closed	-$234K	–	155
2022 Q1	$234K	Hold	837	–	–	0.09%	136
2021 Q4	$292K	Buy	+837	New	+$277K	0.11%	124

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

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

Fourpath Capital Management opened a new position in Rockwell Automation (ROK) in Q2 2026: 504 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #205 among its holdings. This is a return to the name: Fourpath Capital Management previously reported a position in ROK as recently as Q3 2024.

Fourpath Capital Management first reported a position in ROK in Q4 2021 and has held it in 7 quarters since. The position peaked at $292K in Q4 2021. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Fourpath Capital Management held 504 shares of Rockwell Automation worth $250K as of Q2 2026.
Rockwell Automation was a new Fourpath Capital Management position in Q2 2026.
Rockwell Automation made up 0.03% of Fourpath Capital Management's portfolio in Q2 2026, its #205 holding.
Fourpath Capital Management first reported a position in Rockwell Automation in Q4 2021 and has held it in 7 quarters since.
Fourpath Capital Management's Rockwell Automation position peaked at $292K in Q4 2021.
1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Fourpath Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.