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Per Stirling Capital Management’s Rockwell Automation ROK Stock Holding History

Per Stirling 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 		$431K Buy
871
+1
+0.1% +$435 0.04% 232
2026
Q1 		$312K Buy
870
+2
+0.2% +$789 0.03% 249
2025
Q4 		$338K Buy
868
+153
+21% +$57.5K 0.04% 225
2025
Q3 		$250K Buy
715
+2
+0.3% +$691 0.03% 252
2025
Q2 		$237K Buy
+713
New +$203K 0.03% 244
2025
Q1 		– Sell
-709
Closed -$203K – 272
2024
Q4 		$203K Buy
+709
New +$199K 0.03% 255

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

Per Stirling Capital Management's ROK Position: Q2 2026 in Review

Per Stirling Capital Management increased its Rockwell Automation (ROK) stake by 0.11% in Q2 2026, buying an estimated $435 and bringing the position to 871 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #232.

Per Stirling Capital Management first reported a position in ROK in Q4 2024 and has held it in 6 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Per Stirling Capital Management held 871 shares of Rockwell Automation worth $431K as of Q2 2026.
  • Per Stirling Capital Management bought 1 Rockwell Automation share in Q2 2026, an estimated $435.
  • Rockwell Automation made up 0.04% of Per Stirling Capital Management's portfolio in Q2 2026, its #232 holding.
  • Per Stirling Capital Management first reported a position in Rockwell Automation in Q4 2024 and has held it in 6 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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