TCM
ROK icon

Triumph Capital Management’s Rockwell Automation ROK Stock Holding History

Triumph 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 		$14.6K Buy
29
+2
+7% +$870 ﹤0.01% 1044
2026
Q1 		$9.85K Buy
27
+10
+59% +$3.95K ﹤0.01% 1127
2025
Q4 		$6.76K Buy
+17
New +$6.39K ﹤0.01% 1180

Other funds holding ROK

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Triumph Capital Management increased its Rockwell Automation (ROK) stake by 7.4% in Q2 2026, buying an estimated $870 and bringing the position to 29 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Triumph Capital Management first reported a position in ROK in Q4 2025 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Triumph Capital Management held 29 shares of Rockwell Automation worth $14.6K as of Q2 2026.
  • Triumph Capital Management bought 2 Rockwell Automation shares in Q2 2026, an estimated $870.
  • Rockwell Automation made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1044 holding.
  • Triumph Capital Management first reported a position in Rockwell Automation in Q4 2025 and has held it in 3 quarters since.
  • 363 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.