Palisade Capital Management’s Rockwell Automation ROK Stock Holding History

Palisade Capital 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	$220K	Buy	+612	New	+$242K	0.01%	301
2021 Q3	–	Sell	-36,310	Closed	-$10.4M	–	412
2021 Q2	$10.4M	Buy	36,310 +1,269	+4%	+$342K	0.23%	131
2021 Q1	$9.3M	Buy	+35,041	New	+$8.94M	0.22%	134
2019 Q1	–	Sell	-1,416	Closed	-$213K	–	451
2018 Q4	$213K	Buy	+1,416	New	+$236K	0.01%	432
2015 Q3	–	Sell	-1,871	Closed	-$233K	–	563
2015 Q2	$233K	Buy	+1,871	New	+$225K	0.01%	510

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

Palisade Capital Management's ROK Position: Q1 2026 in Review

Palisade Capital Management opened a new position in Rockwell Automation (ROK) in Q1 2026: 612 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #301 among its holdings. This is a return to the name: Palisade Capital Management previously reported a position in ROK as recently as Q2 2021.

Palisade Capital Management first reported a position in ROK in Q2 2015 and has held it in 5 quarters since. The position peaked at $10.4M in Q2 2021. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

Palisade Capital Management held 612 shares of Rockwell Automation worth $220K as of Q1 2026.
Rockwell Automation was a new Palisade Capital Management position in Q1 2026.
Rockwell Automation made up 0.01% of Palisade Capital Management's portfolio in Q1 2026, its #301 holding.
Palisade Capital Management first reported a position in Rockwell Automation in Q2 2015 and has held it in 5 quarters since.
Palisade Capital Management's Rockwell Automation position peaked at $10.4M in Q2 2021.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

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