Lighthouse Investment Partners’s Rockwell Automation ROK Stock Holding History

Lighthouse Investment 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	$384K	Sell	775 -25,548	-97%	-$11.1M	0.01%	586
2026 Q1	$9.45M	Buy	26,323 +12,780	+94%	+$5.04M	0.33%	94
2025 Q4	$5.27M	Buy	13,543 +8,593	+174%	+$3.23M	0.16%	182
2025 Q3	$1.73M	Sell	4,950 -16,703	-77%	-$5.77M	0.05%	362
2025 Q2	$7.19M	Buy	21,653 +16,653	+333%	+$4.74M	0.27%	110
2025 Q1	$1.29M	Sell	5,000 -500	-9%	-$139K	0.05%	305
2024 Q4	$1.57M	Buy	+5,500	New	+$1.55M	0.05%	320
2023 Q4	–	Sell	-12,625	Closed	-$3.61M	–	408
2023 Q3	$3.61M	Buy	+12,625	New	+$3.9M	0.15%	158
2023 Q1	–	Sell	-6,500	Closed	-$1.67M	–	363
2022 Q4	$1.67M	Buy	+6,500	New	+$1.63M	0.18%	98
2022 Q2	–	Sell	-11,142	Closed	-$3.12M	–	74
2022 Q1	$3.12M	Buy	+11,142	New	+$3.2M	1.89%	19

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lighthouse Investment Partners's ROK Position: Q2 2026 in Review

Lighthouse Investment Partners reduced its Rockwell Automation (ROK) stake by 97% in Q2 2026, selling an estimated $11.1M and leaving 775 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #586.

Lighthouse Investment Partners first reported a position in ROK in Q1 2022 and has held it in 10 quarters since. The position peaked at $9.45M in Q1 2026. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Lighthouse Investment Partners held 775 shares of Rockwell Automation worth $384K as of Q2 2026.
Lighthouse Investment Partners sold 25,548 Rockwell Automation shares in Q2 2026, an estimated $11.1M.
Rockwell Automation made up 0.01% of Lighthouse Investment Partners's portfolio in Q2 2026, its #586 holding.
Lighthouse Investment Partners first reported a position in Rockwell Automation in Q1 2022 and has held it in 10 quarters since.
Lighthouse Investment Partners's Rockwell Automation position peaked at $9.45M in Q1 2026.
1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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