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 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 $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

Lighthouse Investment Partners's ROK Position: Q1 2026 in Review

Lighthouse Investment Partners increased its Rockwell Automation (ROK) stake by 94% in Q1 2026, buying an estimated $5.04M and bringing the position to 26,323 shares worth $9.45M. The position accounts for 0.33% of the portfolio, ranked #94.

Lighthouse Investment Partners first reported a position in ROK in Q1 2022 and has held it in 9 quarters since. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Lighthouse Investment Partners held 26,323 shares of Rockwell Automation worth $9.45M as of Q1 2026.
Lighthouse Investment Partners bought 12,780 Rockwell Automation shares in Q1 2026, an estimated $5.04M.
Rockwell Automation made up 0.33% of Lighthouse Investment Partners's portfolio in Q1 2026, its #94 holding.
Lighthouse Investment Partners first reported a position in Rockwell Automation in Q1 2022 and has held it in 9 quarters since.
1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.