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Guggenheim Capital’s Rockwell Automation ROK Stock Holding History

Guggenheim 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
2014
Q2 		– Sell
-15,300
Closed -$1.91M – 3289
2014
Q1 		$1.91M Buy
+15,300
New +$1.82M 0.01% 1834

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 $3.38T AUM 44.17% 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

Guggenheim Capital's ROK Position: Q2 2026 in Review

Guggenheim Capital increased its Rockwell Automation (ROK) stake by 15% in Q2 2026, buying an estimated $70.9K and bringing the position to 1,276 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Guggenheim Capital first reported a position in ROK in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.2M in Q4 2017. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Guggenheim Capital held 1,276 shares of Rockwell Automation worth $632K as of Q2 2026.
  • Guggenheim Capital bought 163 Rockwell Automation shares in Q2 2026, an estimated $70.9K.
  • Rockwell Automation made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1191 holding.
  • Guggenheim Capital first reported a position in Rockwell Automation in Q2 2013 and has held it in 53 quarters since.
  • Guggenheim Capital's Rockwell Automation position peaked at $41.2M in Q4 2017.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.