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Prime Capital Investment Advisors’s Rockwell Automation ROK Stock Holding History

Prime Capital Investment Advisors’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 		$9.87M Buy
19,934
+16
+0.1% +$6.96K 0.1% 157
2026
Q1 		$7.15M Buy
19,918
+428
+2% +$169K 0.08% 179
2025
Q4 		$7.58M Sell
19,490
-192
-1% -$72.2K 0.09% 156
2025
Q3 		$6.88M Sell
19,682
-582
-3% -$201K 0.09% 158
2025
Q2 		$6.73M Sell
20,264
-4,849
-19% -$1.38M 0.09% 161
2025
Q1 		$6.49M Buy
25,113
+69
+0.3% +$19.2K 0.08% 187
2024
Q4 		$7.16M Sell
25,044
-1,075
-4% -$302K 0.1% 143
2024
Q3 		$7.01M Sell
26,119
-1,668
-6% -$443K 0.1% 148
2024
Q2 		$7.65M Sell
27,787
-7,117
-20% -$1.92M 0.11% 135
2024
Q1 		$10.2M Buy
34,904
+2,698
+8% +$777K 0.14% 125
2023
Q4 		$10M Buy
32,206
+802
+3% +$225K 0.15% 121
2023
Q3 		$8.98M Buy
31,404
+2,124
+7% +$657K 0.18% 104
2023
Q2 		$9.65M Buy
29,280
+19,531
+200% +$5.64M 0.19% 102
2023
Q1 		$2.86M Sell
9,749
-18,600
-66% -$5.29M 0.12% 135
2022
Q4 		$7.3M Buy
28,349
+19,401
+217% +$4.87M 0.28% 79
2022
Q3 		$1.93M Buy
+8,948
New +$2.09M 0.11% 116

Other funds holding ROK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Prime Capital Investment Advisors's ROK Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Rockwell Automation (ROK) stake by 0.08% in Q2 2026, buying an estimated $6.96K and bringing the position to 19,934 shares worth $9.87M. The position accounts for 0.1% of the portfolio, ranked #157.

Prime Capital Investment Advisors first reported a position in ROK in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.2M in Q1 2024. 1,261 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Prime Capital Investment Advisors held 19,934 shares of Rockwell Automation worth $9.87M as of Q2 2026.
  • Prime Capital Investment Advisors bought 16 Rockwell Automation shares in Q2 2026, an estimated $6.96K.
  • Rockwell Automation made up 0.1% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #157 holding.
  • Prime Capital Investment Advisors first reported a position in Rockwell Automation in Q3 2022 and has held it in 16 quarters since.
  • Prime Capital Investment Advisors's Rockwell Automation position peaked at $10.2M in Q1 2024.
  • 1,261 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.