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Syon Capital’s Rockwell Automation ROK Stock Holding History

Syon 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
Q1 		$759K Sell
2,115
-81
-4% -$32K 0.04% 400
2025
Q4 		$854K Buy
2,196
+531
+32% +$200K 0.04% 355
2025
Q3 		$582K Buy
1,665
+322
+24% +$111K 0.03% 439
2025
Q2 		$446K Buy
1,343
+455
+51% +$130K 0.03% 414
2025
Q1 		$229K Sell
888
-454
-34% -$126K 0.02% 505
2024
Q4 		$384K Buy
1,342
+343
+34% +$96.5K 0.03% 345
2024
Q3 		$268K Buy
999
+91
+10% +$24.2K 0.02% 379
2024
Q2 		$250K Sell
908
-55
-6% -$14.8K 0.02% 388
2024
Q1 		$281K Sell
963
-883
-48% -$254K 0.03% 376
2023
Q4 		$573K Buy
1,846
+1,102
+148% +$309K 0.02% 375
2023
Q3 		$213K Buy
+744
New +$230K 0.03% 339

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

Syon Capital's ROK Position: Q1 2026 in Review

Syon Capital reduced its Rockwell Automation (ROK) stake by 3.7% in Q1 2026, selling an estimated $32K and leaving 2,115 shares worth $759K. The position accounts for 0.04% of the portfolio, ranked #400.

Syon Capital first reported a position in ROK in Q3 2023 and has held it in 11 quarters since. The position peaked at $854K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold ROK as of Q1 2026.

  • Syon Capital held 2,115 shares of Rockwell Automation worth $759K as of Q1 2026.
  • Syon Capital sold 81 Rockwell Automation shares in Q1 2026, an estimated $32K.
  • Rockwell Automation made up 0.04% of Syon Capital's portfolio in Q1 2026, its #400 holding.
  • Syon Capital first reported a position in Rockwell Automation in Q3 2023 and has held it in 11 quarters since.
  • Syon Capital's Rockwell Automation position peaked at $854K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.