L2 Asset Management’s Rockwell Automation ROK Stock Holding History

L2 Asset 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 Q1	$218K	Buy	607 +41	+7%	+$16.2K	0.02%	370
2025 Q4	$220K	Buy	+566	New	+$213K	0.03%	344
2021 Q2	–	Sell	-2,876	Closed	-$763K	–	104
2021 Q1	$763K	Sell	2,876 -5,340	-65%	-$1.36M	0.79%	48
2020 Q4	$2.06M	Sell	8,216 -1,406	-15%	-$344K	1.42%	21
2020 Q3	$2.12M	Buy	9,622 +607	+7%	+$136K	1.71%	17
2020 Q2	$1.92M	Buy	9,015 +2,373	+36%	+$459K	1.74%	23
2020 Q1	$1M	Buy	+6,642	New	+$1.23M	1.12%	34

Other funds holding ROK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

L2 Asset Management's ROK Position: Q1 2026 in Review

L2 Asset Management increased its Rockwell Automation (ROK) stake by 7.2% in Q1 2026, buying an estimated $16.2K and bringing the position to 607 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #370.

L2 Asset Management first reported a position in ROK in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.12M in Q3 2020. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

L2 Asset Management held 607 shares of Rockwell Automation worth $218K as of Q1 2026.
L2 Asset Management bought 41 Rockwell Automation shares in Q1 2026, an estimated $16.2K.
Rockwell Automation made up 0.02% of L2 Asset Management's portfolio in Q1 2026, its #370 holding.
L2 Asset Management first reported a position in Rockwell Automation in Q1 2020 and has held it in 7 quarters since.
L2 Asset Management's Rockwell Automation position peaked at $2.12M in Q3 2020.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.