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 Q2	$312K	Buy	630 +18	+3%	+$7.83K	0.01%	278
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 $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

Palisade Capital Management's ROK Position: Q2 2026 in Review

Palisade Capital Management increased its Rockwell Automation (ROK) stake by 2.9% in Q2 2026, buying an estimated $7.83K and bringing the position to 630 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #278.

Palisade Capital Management first reported a position in ROK in Q2 2015 and has held it in 6 quarters since. The position peaked at $10.4M in Q2 2021. 1,539 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Palisade Capital Management held 630 shares of Rockwell Automation worth $312K as of Q2 2026.
Palisade Capital Management bought 18 Rockwell Automation shares in Q2 2026, an estimated $7.83K.
Rockwell Automation made up 0.01% of Palisade Capital Management's portfolio in Q2 2026, its #278 holding.
Palisade Capital Management first reported a position in Rockwell Automation in Q2 2015 and has held it in 6 quarters since.
Palisade Capital Management's Rockwell Automation position peaked at $10.4M in Q2 2021.
1,539 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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