KCP
ROK icon

Kera Capital Partners’s Rockwell Automation ROK Stock Holding History

Kera Capital Partners’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 		$434K Buy
876
+269
+44% +$117K 0.04% 373
2026
Q1 		$218K Buy
607
+68
+13% +$26.8K 0.03% 522
2025
Q4 		$227K Buy
+539
New +$203K 0.03% 498

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

Kera Capital Partners's ROK Position: Q2 2026 in Review

Kera Capital Partners increased its Rockwell Automation (ROK) stake by 44% in Q2 2026, buying an estimated $117K and bringing the position to 876 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #373.

Kera Capital Partners first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Kera Capital Partners held 876 shares of Rockwell Automation worth $434K as of Q2 2026.
  • Kera Capital Partners bought 269 Rockwell Automation shares in Q2 2026, an estimated $117K.
  • Rockwell Automation made up 0.04% of Kera Capital Partners's portfolio in Q2 2026, its #373 holding.
  • Kera Capital Partners first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.