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INTECH Investment Management’s Rockwell Automation ROK Stock Holding History

INTECH Investment 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 		$4.18M Sell
8,448
-363
-4% -$158K 0.04% 431
2026
Q1 		$3.16M Buy
8,811
+3,413
+63% +$1.35M 0.03% 501
2025
Q4 		$2.1M Sell
5,398
-2,868
-35% -$1.08M 0.02% 717
2025
Q3 		$2.89M Buy
8,266
+4,952
+149% +$1.71M 0.03% 586
2025
Q2 		$1.1M Buy
3,314
+1,451
+78% +$413K 0.01% 1138
2025
Q1 		$481K Hold
1,863
– – 0.01% 1635
2024
Q4 		$532K Hold
1,863
– – 0.01% 1532
2024
Q3 		$500K Sell
1,863
-17,689
-90% -$4.7M 0.01% 1227
2024
Q2 		$5.38M Sell
19,552
-127,376
-87% -$34.4M 0.07% 250
2024
Q1 		$42.8M Buy
146,928
+118,392
+415% +$34.1M 0.6% 26
2023
Q4 		$8.86M Buy
28,536
+18,641
+188% +$5.22M 0.13% 168
2023
Q3 		$2.83M Buy
9,895
+1,109
+13% +$343K 0.04% 308
2023
Q2 		$2.89M Buy
8,786
+3,801
+76% +$1.1M 0.03% 331
2023
Q1 		$1.46M Sell
4,985
-2,346
-32% -$667K 0.01% 483
2022
Q4 		$1.89M Sell
7,331
-20,128
-73% -$5.05M 0.01% 455
2022
Q3 		$5.91M Sell
27,459
-105,380
-79% -$24.6M 0.04% 344
2022
Q2 		$26.5M Buy
+132,839
New +$30M 0.15% 167

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

INTECH Investment Management's ROK Position: Q2 2026 in Review

INTECH Investment Management reduced its Rockwell Automation (ROK) stake by 4.1% in Q2 2026, selling an estimated $158K and leaving 8,448 shares worth $4.18M. The position accounts for 0.04% of the portfolio, ranked #431.

INTECH Investment Management first reported a position in ROK in Q2 2022 and has held it in 17 quarters since. The position peaked at $42.8M in Q1 2024. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • INTECH Investment Management held 8,448 shares of Rockwell Automation worth $4.18M as of Q2 2026.
  • INTECH Investment Management sold 363 Rockwell Automation shares in Q2 2026, an estimated $158K.
  • Rockwell Automation made up 0.04% of INTECH Investment Management's portfolio in Q2 2026, its #431 holding.
  • INTECH Investment Management first reported a position in Rockwell Automation in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's Rockwell Automation position peaked at $42.8M in Q1 2024.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.