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Pallas Capital Advisors’s Rockwell Automation ROK Stock Holding History

Pallas Capital Advisors’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 		$358K Buy
722
+1
+0.1% +$435 0.01% 682
2026
Q1 		$259K Sell
721
-16
-2% -$6.31K 0.01% 682
2025
Q4 		$287K Buy
737
+18
+3% +$6.77K 0.01% 696
2025
Q3 		$251K Sell
719
-11
-2% -$3.8K 0.01% 714
2025
Q2 		$242K Sell
730
-168
-19% -$47.9K 0.01% 713
2025
Q1 		$232K Buy
+898
New +$250K 0.01% 654
2023
Q3 		– Sell
-632
Closed -$217K – 355
2023
Q2 		$217K Buy
+632
New +$182K 0.01% 248

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pallas Capital Advisors's ROK Position: Q2 2026 in Review

Pallas Capital Advisors increased its Rockwell Automation (ROK) stake by 0.14% in Q2 2026, buying an estimated $435 and bringing the position to 722 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #682.

Pallas Capital Advisors first reported a position in ROK in Q2 2023 and has held it in 7 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Pallas Capital Advisors held 722 shares of Rockwell Automation worth $358K as of Q2 2026.
  • Pallas Capital Advisors bought 1 Rockwell Automation share in Q2 2026, an estimated $435.
  • Rockwell Automation made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #682 holding.
  • Pallas Capital Advisors first reported a position in Rockwell Automation in Q2 2023 and has held it in 7 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.