PSCM
ROK icon

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
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 $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

Per Stirling Capital Management's ROK Position: Q1 2026 in Review

Per Stirling Capital Management increased its Rockwell Automation (ROK) stake by 0.23% in Q1 2026, buying an estimated $789 and bringing the position to 870 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #249.

Per Stirling Capital Management first reported a position in ROK in Q4 2024 and has held it in 5 quarters since. The position peaked at $338K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Per Stirling Capital Management held 870 shares of Rockwell Automation worth $312K as of Q1 2026.
  • Per Stirling Capital Management bought 2 Rockwell Automation shares in Q1 2026, an estimated $789.
  • Rockwell Automation made up 0.03% of Per Stirling Capital Management's portfolio in Q1 2026, its #249 holding.
  • Per Stirling Capital Management first reported a position in Rockwell Automation in Q4 2024 and has held it in 5 quarters since.
  • Per Stirling Capital Management's Rockwell Automation position peaked at $338K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.