PCA
ROK icon

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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pallas Capital Advisors's ROK Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Rockwell Automation (ROK) stake by 2.2% in Q1 2026, selling an estimated $6.31K and leaving 721 shares worth $259K. 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 6 quarters since. The position peaked at $287K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Pallas Capital Advisors held 721 shares of Rockwell Automation worth $259K as of Q1 2026.
  • Pallas Capital Advisors sold 16 Rockwell Automation shares in Q1 2026, an estimated $6.31K.
  • Rockwell Automation made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #682 holding.
  • Pallas Capital Advisors first reported a position in Rockwell Automation in Q2 2023 and has held it in 6 quarters since.
  • Pallas Capital Advisors's Rockwell Automation position peaked at $287K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.