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Hel Ved Capital Management’s Rockwell Automation ROK Stock Holding History

Hel Ved 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 		$7.84M Buy
+15,840
New +$6.89M 0.58% 32
2025
Q1 		– Sell
-36,600
Closed -$10.5M – 96
2024
Q4 		$10.5M Buy
+36,600
New +$10.3M 3.06% 7

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

Hel Ved Capital Management's ROK Position: Q2 2026 in Review

Hel Ved Capital Management opened a new position in Rockwell Automation (ROK) in Q2 2026: 15,840 shares worth $7.84M. The stake represents 0.58% of the portfolio and ranks #32 among its holdings. This is a return to the name: Hel Ved Capital Management previously reported a position in ROK as recently as Q4 2024.

Hel Ved Capital Management first reported a position in ROK in Q4 2024 and has held it in 2 quarters since. The position peaked at $10.5M in Q4 2024. 1,536 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Hel Ved Capital Management held 15,840 shares of Rockwell Automation worth $7.84M as of Q2 2026.
  • Rockwell Automation was a new Hel Ved Capital Management position in Q2 2026.
  • Rockwell Automation made up 0.58% of Hel Ved Capital Management's portfolio in Q2 2026, its #32 holding.
  • Hel Ved Capital Management first reported a position in Rockwell Automation in Q4 2024 and has held it in 2 quarters since.
  • Hel Ved Capital Management's Rockwell Automation position peaked at $10.5M in Q4 2024.
  • 1,536 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Hel Ved Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.