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Howard Capital Management’s Rockwell Automation ROK Stock Holding History

Howard 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 		$320K Buy
+647
New +$281K ﹤0.01% 370
2026
Q1 		– Sell
-611
Closed -$238K – 403
2025
Q4 		$238K Buy
611
+3
+0.5% +$1.13K ﹤0.01% 401
2025
Q3 		$213K Buy
+608
New +$210K ﹤0.01% 408
2025
Q1 		– Sell
-743
Closed -$212K – 405
2024
Q4 		$212K Buy
+743
New +$209K ﹤0.01% 398

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

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

Howard Capital Management opened a new position in Rockwell Automation (ROK) in Q2 2026: 647 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Howard Capital Management previously reported a position in ROK as recently as Q4 2025.

Howard Capital Management first reported a position in ROK in Q4 2024 and has held it in 4 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Howard Capital Management held 647 shares of Rockwell Automation worth $320K as of Q2 2026.
  • Rockwell Automation was a new Howard Capital Management position in Q2 2026.
  • Rockwell Automation made up ﹤0.01% of Howard Capital Management's portfolio in Q2 2026, its #370 holding.
  • Howard Capital Management first reported a position in Rockwell Automation in Q4 2024 and has held it in 4 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.