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Perbak Capital Partners’s Rockwell Automation ROK Stock Holding History

Perbak Capital Partners’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
2025
Q2 		– Sell
-2,136
Closed -$552K – 324
2025
Q1 		$552K Buy
+2,136
New +$595K 0.41% 36

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Perbak Capital Partners's ROK Position: Q2 2025 in Review

Perbak Capital Partners sold out of Rockwell Automation (ROK) in Q2 2025, closing a stake of 2,136 shares — an estimated $552K sold.

Perbak Capital Partners first reported a position in ROK in Q1 2025 and held it in 1 quarter. The position peaked at $552K in Q1 2025. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Perbak Capital Partners reported no remaining Rockwell Automation position as of Q2 2025 after selling out during the quarter.
  • Perbak Capital Partners sold 2,136 Rockwell Automation shares in Q2 2025, an estimated $552K.
  • Perbak Capital Partners first reported a position in Rockwell Automation in Q1 2025 and held it in 1 quarter.
  • Perbak Capital Partners's Rockwell Automation position peaked at $552K in Q1 2025.
  • 1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Perbak Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.