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Polymer Capital Management’s Rockwell Automation ROK Stock Holding History

Polymer 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 		$2.87M Buy
8,000
+713
+10% +$281K 0.29% 77
2025
Q4 		$2.84M Sell
7,287
-4,249
-37% -$1.6M 0.3% 67
2025
Q3 		$4.03M Buy
11,536
+2,536
+28% +$876K 0.43% 50
2025
Q2 		$2.99M Buy
+9,000
New +$2.56M 0.35% 71
2025
Q1 		– Sell
-8,100
Closed -$2.31M – 606
2024
Q4 		$2.31M Buy
+8,100
New +$2.28M 0.63% 49

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

Polymer Capital Management's ROK Position: Q1 2026 in Review

Polymer Capital Management increased its Rockwell Automation (ROK) stake by 9.8% in Q1 2026, buying an estimated $281K and bringing the position to 8,000 shares worth $2.87M. The position accounts for 0.29% of the portfolio, ranked #77.

Polymer Capital Management first reported a position in ROK in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.03M in Q3 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Polymer Capital Management held 8,000 shares of Rockwell Automation worth $2.87M as of Q1 2026.
  • Polymer Capital Management bought 713 Rockwell Automation shares in Q1 2026, an estimated $281K.
  • Rockwell Automation made up 0.29% of Polymer Capital Management's portfolio in Q1 2026, its #77 holding.
  • Polymer Capital Management first reported a position in Rockwell Automation in Q4 2024 and has held it in 5 quarters since.
  • Polymer Capital Management's Rockwell Automation position peaked at $4.03M in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.