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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
Q2 		$1.17M Buy
2,355
+6
+0.3% +$2.61K 0.01% 269
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 $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

SCS Capital Management's ROK Position: Q2 2026 in Review

SCS Capital Management increased its Rockwell Automation (ROK) stake by 0.26% in Q2 2026, buying an estimated $2.61K and bringing the position to 2,355 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #269.

SCS Capital Management first reported a position in ROK in Q1 2025 and has held it in 6 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • SCS Capital Management held 2,355 shares of Rockwell Automation worth $1.17M as of Q2 2026.
  • SCS Capital Management bought 6 Rockwell Automation shares in Q2 2026, an estimated $2.61K.
  • Rockwell Automation made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #269 holding.
  • SCS Capital Management first reported a position in Rockwell Automation in Q1 2025 and has held it in 6 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

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