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USS Investment Management’s Rockwell Automation ROK Stock Holding History

USS Investment 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 		$12.1M Buy
24,505
+1,693
+7% +$737K 0.04% 263
2026
Q1 		$8.18M Hold
22,812
– – 0.03% 273
2025
Q4 		$8.88M Hold
22,812
– – 0.04% 241
2025
Q3 		$7.97M Hold
22,812
– – 0.04% 265
2025
Q2 		$7.57M Hold
22,812
– – 0.04% 259
2025
Q1 		$5.89M Sell
22,812
-5,500
-19% -$1.53M 0.04% 291
2024
Q4 		$8.1M Sell
28,312
-5,871
-17% -$1.65M 0.06% 262
2024
Q3 		$9.18M Buy
34,183
+1,019
+3% +$271K 0.07% 258
2024
Q2 		$9.12M Buy
33,164
+558
+2% +$151K 0.07% 222
2024
Q1 		$9.49M Buy
32,606
+2,676
+9% +$771K 0.08% 213
2023
Q4 		$9.29M Sell
29,930
-2,100
-7% -$589K 0.08% 200
2023
Q3 		$9.16M Hold
32,030
– – 0.1% 193
2023
Q2 		$10.6M Hold
32,030
– – 0.12% 168
2023
Q1 		$9.39M Buy
32,030
+453
+1% +$129K 0.13% 174
2022
Q4 		$8.13M Hold
31,577
– – 0.11% 201
2022
Q3 		$6.8M Sell
31,577
-4,216
-12% -$983K 0.1% 228
2022
Q2 		$7.14M Sell
35,793
-1,789
-5% -$404K 0.07% 287
2022
Q1 		$10.5M Buy
37,582
+4,329
+13% +$1.24M 0.09% 253
2021
Q4 		$11.6M Hold
33,253
– – 0.09% 228
2021
Q3 		$9.78M Buy
33,253
+22,655
+214% +$6.96M 0.08% 247
2021
Q2 		$3.03M Hold
10,598
– – 0.02% 354
2021
Q1 		$2.81M Hold
10,598
– – 0.02% 351
2020
Q4 		$2.66M Sell
10,598
-1,200
-10% -$294K 0.02% 331
2020
Q3 		$2.6M Hold
11,798
– – 0.03% 316
2020
Q2 		$2.51M Buy
11,798
+1,898
+19% +$367K 0.03% 312
2020
Q1 		$1.49M Hold
9,900
– – 0.02% 205
2019
Q4 		$2.01M Buy
+9,900
New +$1.83M 0.02% 156

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 $3.38T AUM 44.17% 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

USS Investment Management's ROK Position: Q2 2026 in Review

USS Investment Management increased its Rockwell Automation (ROK) stake by 7.4% in Q2 2026, buying an estimated $737K and bringing the position to 24,505 shares worth $12.1M. The position accounts for 0.04% of the portfolio, ranked #263.

USS Investment Management first reported a position in ROK in Q4 2019 and has held it in 27 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • USS Investment Management held 24,505 shares of Rockwell Automation worth $12.1M as of Q2 2026.
  • USS Investment Management bought 1,693 Rockwell Automation shares in Q2 2026, an estimated $737K.
  • Rockwell Automation made up 0.04% of USS Investment Management's portfolio in Q2 2026, its #263 holding.
  • USS Investment Management first reported a position in Rockwell Automation in Q4 2019 and has held it in 27 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on USS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.