Taproot Management’s Rockwell Automation ROK Stock Holding History

Taproot 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	–	Sell	-2,515	Closed	-$903K	–	137
2026 Q1	$903K	Buy	+2,515	New	+$992K	0.17%	145

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

Taproot Management's ROK Position: Q2 2026 in Review

Taproot Management sold out of Rockwell Automation (ROK) in Q2 2026, closing a stake of 2,515 shares — an estimated $903K sold.

Taproot Management first reported a position in ROK in Q1 2026 and held it in 1 quarter. The position peaked at $903K in Q1 2026. 1,529 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Taproot Management reported no remaining Rockwell Automation position as of Q2 2026 after selling out during the quarter.
Taproot Management sold 2,515 Rockwell Automation shares in Q2 2026, an estimated $903K.
Taproot Management first reported a position in Rockwell Automation in Q1 2026 and held it in 1 quarter.
Taproot Management's Rockwell Automation position peaked at $903K in Q1 2026.
1,529 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Taproot Management's 13F filing for Q2 2026.