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Regents Gate Capital’s Rockwell Automation ROK Stock Holding History

Regents Gate Capital’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 		– Sell
-7,314
Closed -$2.62M – 50
2026
Q1 		$2.62M Buy
+7,314
New +$2.89M 0.56% 33
2025
Q4 		– Sell
-3,252
Closed -$1.14M – 57
2025
Q3 		$1.14M Buy
+3,252
New +$1.12M 0.4% 38

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 $3.37T 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
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

Regents Gate Capital's ROK Position: Q2 2026 in Review

Regents Gate Capital sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 7,314 shares — an estimated $2.62M sold.

Regents Gate Capital first reported a position in ROK in Q3 2025 and held it in 2 quarters. The position peaked at $2.62M in Q1 2026. 1,520 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Regents Gate Capital reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
  • Regents Gate Capital sold 7,314 Rockwell Automation shares in Q2 2026, an estimated $2.62M.
  • Regents Gate Capital first reported a position in Rockwell Automation in Q3 2025 and held it in 2 quarters.
  • Regents Gate Capital's Rockwell Automation position peaked at $2.62M in Q1 2026.
  • 1,520 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Regents Gate Capital's 13F filing for Q2 2026, filed 6 Aug 2026.