GI
ROK icon

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
Q3 		$1.8M Buy
4,129
+123
+3% +$54.7K 0.06% 251
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

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing's ROK Position: Q3 2026 in Review

GAMMA Investing increased its Rockwell Automation (ROK) stake by 3.1% in Q3 2026, buying an estimated $54.7K and bringing the position to 4,129 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #251.

GAMMA Investing first reported a position in ROK in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.98M in Q2 2026. 65 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • GAMMA Investing held 4,129 shares of Rockwell Automation worth $1.8M as of Q3 2026.
  • GAMMA Investing bought 123 Rockwell Automation shares in Q3 2026, an estimated $54.7K.
  • Rockwell Automation made up 0.06% of GAMMA Investing's portfolio in Q3 2026, its #251 holding.
  • GAMMA Investing first reported a position in Rockwell Automation in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Rockwell Automation position peaked at $1.98M in Q2 2026.
  • 65 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.