GI
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GAMMA Investing’s Rockwell Automation ROK Stock Holding History

GAMMA Investing’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 		$1.98M Buy
4,006
+259
+7% +$113K 0.07% 217
2026
Q1 		$1.34M Buy
3,747
+3
+0.1% +$1.18K 0.06% 259
2025
Q4 		$1.46M Buy
3,744
+581
+18% +$218K 0.07% 217
2025
Q3 		$1.11M Buy
3,163
+331
+12% +$114K 0.06% 264
2025
Q2 		$941K Buy
2,832
+112
+4% +$31.9K 0.06% 286
2025
Q1 		$703K Buy
2,720
+373
+16% +$104K 0.05% 321
2024
Q4 		$671K Buy
2,347
+347
+17% +$97.6K 0.06% 293
2024
Q3 		$537K Buy
2,000
+478
+31% +$127K 0.05% 315
2024
Q2 		$419K Buy
1,522
+893
+142% +$241K 0.06% 299
2024
Q1 		$183K Sell
629
-103
-14% -$29.7K 0.04% 415
2023
Q4 		$185K Buy
+732
New +$205K 0.05% 324

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

GAMMA Investing's ROK Position: Q2 2026 in Review

GAMMA Investing increased its Rockwell Automation (ROK) stake by 6.9% in Q2 2026, buying an estimated $113K and bringing the position to 4,006 shares worth $1.98M. The position accounts for 0.07% of the portfolio, ranked #217.

GAMMA Investing first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • GAMMA Investing held 4,006 shares of Rockwell Automation worth $1.98M as of Q2 2026.
  • GAMMA Investing bought 259 Rockwell Automation shares in Q2 2026, an estimated $113K.
  • Rockwell Automation made up 0.07% of GAMMA Investing's portfolio in Q2 2026, its #217 holding.
  • GAMMA Investing first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.