JM2 Capital
ROK icon

JM2 Capital’s Rockwell Automation ROK Stock Holding History

JM2 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
2026
Q3 		$214K Buy
492
+4
+0.8% +$1.78K 0.14% 117
2026
Q2 		$242K Buy
+488
New +$212K 0.17% 108

Other funds holding ROK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

JM2 Capital's ROK Position: Q3 2026 in Review

JM2 Capital increased its Rockwell Automation (ROK) stake by 0.82% in Q3 2026, buying an estimated $1.78K and bringing the position to 492 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #117.

JM2 Capital first reported a position in ROK in Q2 2026 and has held it in 2 quarters since. The position peaked at $242K in Q2 2026. 985 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • JM2 Capital held 492 shares of Rockwell Automation worth $214K as of Q3 2026.
  • JM2 Capital bought 4 Rockwell Automation shares in Q3 2026, an estimated $1.78K.
  • Rockwell Automation made up 0.14% of JM2 Capital's portfolio in Q3 2026, its #117 holding.
  • JM2 Capital first reported a position in Rockwell Automation in Q2 2026 and has held it in 2 quarters since.
  • JM2 Capital's Rockwell Automation position peaked at $242K in Q2 2026.
  • 985 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.