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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
Q2 		$1.22M Buy
2,467
+352
+17% +$153K 0.05% 280
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 Buy
963
+40
+4% +$11.5K 0.03% 376
2023
Q4 		$287K Buy
923
+179
+24% +$50.2K 0.03% 357
2023
Q3 		$213K Buy
+744
New +$230K 0.03% 339

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

Syon Capital's ROK Position: Q2 2026 in Review

Syon Capital increased its Rockwell Automation (ROK) stake by 17% in Q2 2026, buying an estimated $153K and bringing the position to 2,467 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #280.

Syon Capital first reported a position in ROK in Q3 2023 and has held it in 12 quarters since. 1,542 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Syon Capital held 2,467 shares of Rockwell Automation worth $1.22M as of Q2 2026.
  • Syon Capital bought 352 Rockwell Automation shares in Q2 2026, an estimated $153K.
  • Rockwell Automation made up 0.05% of Syon Capital's portfolio in Q2 2026, its #280 holding.
  • Syon Capital first reported a position in Rockwell Automation in Q3 2023 and has held it in 12 quarters since.
  • 1,542 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.