TwinBeech Capital’s Rockwell Automation ROK Stock Holding History

TwinBeech 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
2025 Q4	–	Sell	-19,877	Closed	-$6.95M	–	818
2025 Q3	$6.95M	Buy	+19,877	New	+$6.87M	0.27%	115
2025 Q2	–	Sell	-11,656	Closed	-$3.01M	–	940
2025 Q1	$3.01M	Buy	+11,656	New	+$3.24M	0.05%	330
2024 Q4	–	Sell	-42,588	Closed	-$11.4M	–	883
2024 Q3	$11.4M	Buy	+42,588	New	+$11.3M	0.22%	131
2022 Q4	–	Sell	-24,352	Closed	-$5.24M	–	901
2022 Q3	$5.24M	Buy	+24,352	New	+$5.68M	0.14%	183
2020 Q4	–	Sell	-1,951	Closed	-$431K	–	585
2020 Q3	$431K	Buy	+1,951	New	+$436K	0.09%	292

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TwinBeech Capital's ROK Position: Q4 2025 in Review

TwinBeech Capital sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 19,877 shares — an estimated $6.95M sold.

TwinBeech Capital first reported a position in ROK in Q3 2020 and held it in 5 quarters. The position peaked at $11.4M in Q3 2024. 1,415 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

TwinBeech Capital reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 19,877 Rockwell Automation shares in Q4 2025, an estimated $6.95M.
TwinBeech Capital first reported a position in Rockwell Automation in Q3 2020 and held it in 5 quarters.
TwinBeech Capital's Rockwell Automation position peaked at $11.4M in Q3 2024.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.