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Plato Investment Management’s Rockwell Automation ROK Stock Holding History

Plato Investment 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 		$1.75M Hold
3,556
– – 0.1% 191
2026
Q1 		$1.28M Hold
3,556
– – 0.09% 231
2025
Q4 		$1.39M Hold
3,556
– – 0.09% 218
2025
Q3 		$1.23M Hold
3,556
– – 0.08% 237
2025
Q2 		$1.18M Buy
3,556
+3,550
+59,167% +$1.01M 0.09% 233
2025
Q1 		$1.57K Hold
6
– – ﹤0.01% 514
2024
Q4 		$1.72K Hold
6
– – ﹤0.01% 569
2024
Q3 		$1.61K Sell
6
-2,066
-100% -$548K ﹤0.01% 527
2024
Q2 		$570K Hold
2,072
– – 0.05% 264
2024
Q1 		$604K Buy
2,072
+2,066
+34,433% +$595K 0.06% 253
2023
Q4 		$1.86K Buy
+6
New +$1.68K ﹤0.01% 413

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

Plato Investment Management's ROK Position: Q2 2026 in Review

Plato Investment Management held its Rockwell Automation (ROK) position steady in Q2 2026 at 3,556 shares worth $1.75M. The position accounts for 0.1% of the portfolio, ranked #191.

Plato Investment Management first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Plato Investment Management held 3,556 shares of Rockwell Automation worth $1.75M as of Q2 2026.
  • Plato Investment Management left its Rockwell Automation share count unchanged in Q2 2026.
  • Rockwell Automation made up 0.1% of Plato Investment Management's portfolio in Q2 2026, its #191 holding.
  • Plato Investment Management first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.