SC
ROK icon

Sapient Capital’s Rockwell Automation ROK Stock Holding History

Sapient 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
Q3 		$232K Buy
534
+6
+1% +$2.67K ﹤0.01% 360
2026
Q2 		$261K Sell
528
-629
-54% -$274K ﹤0.01% 342
2026
Q1 		$415K Buy
1,157
+402
+53% +$159K 0.01% 297
2025
Q4 		$297K Buy
755
+33
+5% +$12.4K ﹤0.01% 337
2025
Q3 		$249K Buy
722
+17
+2% +$5.87K ﹤0.01% 342
2025
Q2 		$234K Buy
+705
New +$201K ﹤0.01% 343
2025
Q1 		– Sell
-781
Closed -$223K – 379
2024
Q4 		$223K Sell
781
-1
-0.1% -$281 ﹤0.01% 342
2024
Q3 		$210K Buy
782
+16
+2% +$4.25K ﹤0.01% 370
2024
Q2 		$211K Sell
766
-1
-0.1% -$270 ﹤0.01% 347
2024
Q1 		$223K Sell
767
-71
-8% -$20.4K ﹤0.01% 341
2023
Q4 		$260K Buy
+838
New +$235K 0.01% 322

Other funds holding ROK

DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Sapient Capital's ROK Position: Q3 2026 in Review

Sapient Capital increased its Rockwell Automation (ROK) stake by 1.1% in Q3 2026, buying an estimated $2.67K and bringing the position to 534 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Sapient Capital first reported a position in ROK in Q4 2023 and has held it in 11 quarters since. The position peaked at $415K in Q1 2026. 65 funds tracked by Wall St. Rank hold ROK as of Q3 2026.

  • Sapient Capital held 534 shares of Rockwell Automation worth $232K as of Q3 2026.
  • Sapient Capital bought 6 Rockwell Automation shares in Q3 2026, an estimated $2.67K.
  • Rockwell Automation made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #360 holding.
  • Sapient Capital first reported a position in Rockwell Automation in Q4 2023 and has held it in 11 quarters since.
  • Sapient Capital's Rockwell Automation position peaked at $415K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.