Stanley-Laman Group’s Rockwell Automation ROK Stock Holding History

Stanley-Laman Group’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	$596K	Buy	1,204 +9	+0.8%	+$3.92K	0.06%	228
2026 Q1	$429K	Hold	1,195	–	–	0.05%	227
2025 Q4	$465K	Hold	1,195	–	–	0.06%	220
2025 Q3	$418K	Buy	+1,195	New	+$413K	0.06%	213
2022 Q2	–	Sell	-953	Closed	-$267K	–	302
2022 Q1	$267K	Buy	+953	New	+$274K	0.04%	252
2019 Q3	–	Sell	-1,428	Closed	-$234K	–	277
2019 Q2	$234K	Sell	1,428 -1	-0.1%	-$169	0.06%	257
2019 Q1	$251K	Buy	+1,429	New	+$243K	0.06%	242
2018 Q4	–	Sell	-34,430	Closed	-$6.46M	–	290
2018 Q3	$6.46M	Sell	34,430 -2,816	-8%	-$504K	1.59%	9
2018 Q2	$6.19M	Sell	37,246 -373	-1%	-$64.8K	1.39%	10
2018 Q1	$6.55M	Buy	+37,619	New	+$7.14M	1.49%	8
2017 Q1	–	Sell	-5,000	Closed	-$672K	–	276
2016 Q4	$672K	Hold	5,000	–	–	0.21%	145
2016 Q3	$612K	Hold	5,000	–	–	0.25%	134
2016 Q2	$574K	Hold	5,000	–	–	0.22%	154
2016 Q1	$569K	Sell	5,000 -135	-3%	-$13.7K	0.11%	165
2015 Q4	$527K	Buy	5,135 +135	+3%	+$14.2K	0.09%	226
2015 Q3	$507K	Hold	5,000	–	–	0.1%	199
2015 Q2	$623K	Hold	5,000	–	–	0.11%	184
2015 Q1	$580K	Hold	5,000	–	–	0.11%	196
2014 Q4	$556K	Hold	5,000	–	–	0.11%	204
2014 Q3	$549K	Sell	5,000 -104	-2%	-$12.2K	0.11%	193
2014 Q2	$639K	Hold	5,104	–	–	0.12%	168
2014 Q1	$636K	Buy	+5,104	New	+$606K	0.11%	180

Other funds holding ROK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stanley-Laman Group's ROK Position: Q2 2026 in Review

Stanley-Laman Group increased its Rockwell Automation (ROK) stake by 0.75% in Q2 2026, buying an estimated $3.92K and bringing the position to 1,204 shares worth $596K. The position accounts for 0.06% of the portfolio, ranked #228.

Stanley-Laman Group first reported a position in ROK in Q1 2014 and has held it in 22 quarters since. The position peaked at $6.55M in Q1 2018. 1,528 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Stanley-Laman Group held 1,204 shares of Rockwell Automation worth $596K as of Q2 2026.
Stanley-Laman Group bought 9 Rockwell Automation shares in Q2 2026, an estimated $3.92K.
Rockwell Automation made up 0.06% of Stanley-Laman Group's portfolio in Q2 2026, its #228 holding.
Stanley-Laman Group first reported a position in Rockwell Automation in Q1 2014 and has held it in 22 quarters since.
Stanley-Laman Group's Rockwell Automation position peaked at $6.55M in Q1 2018.
1,528 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.