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SCS Capital Management’s Rockwell Automation ROK Stock Holding History

SCS 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 		$843K Hold
2,349
– – 0.01% 297
2025
Q4 		$914K Hold
2,349
– – 0.01% 291
2025
Q3 		$821K Hold
2,349
– – 0.01% 308
2025
Q2 		$780K Sell
2,349
-361
-13% -$103K 0.01% 317
2025
Q1 		$700K Buy
+2,710
New +$754K 0.01% 299

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

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

SCS Capital Management held its Rockwell Automation (ROK) position steady in Q1 2026 at 2,349 shares worth $843K. The position accounts for 0.01% of the portfolio, ranked #297.

SCS Capital Management first reported a position in ROK in Q1 2025 and has held it in 5 quarters since. The position peaked at $914K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • SCS Capital Management held 2,349 shares of Rockwell Automation worth $843K as of Q1 2026.
  • SCS Capital Management left its Rockwell Automation share count unchanged in Q1 2026.
  • Rockwell Automation made up 0.01% of SCS Capital Management's portfolio in Q1 2026, its #297 holding.
  • SCS Capital Management first reported a position in Rockwell Automation in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's Rockwell Automation position peaked at $914K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.