VNIM
ROK icon

Vaughan Nelson Investment Management’s Rockwell Automation ROK Stock Holding History

Vaughan Nelson 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 		$35.9M Buy
72,536
+645
+0.9% +$281K 0.32% 120
2026
Q1 		$25.8M Buy
71,891
+1,585
+2% +$625K 0.26% 127
2025
Q4 		$27.4M Sell
70,306
-1,650
-2% -$620K 0.27% 123
2025
Q3 		$25.2M Sell
71,956
-26,500
-27% -$9.15M 0.23% 113
2025
Q2 		$32.7M Sell
98,456
-24,509
-20% -$6.98M 0.31% 102
2025
Q1 		$31.8M Buy
+122,965
New +$34.2M 0.32% 99

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

Vaughan Nelson Investment Management's ROK Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its Rockwell Automation (ROK) stake by 0.9% in Q2 2026, buying an estimated $281K and bringing the position to 72,536 shares worth $35.9M. The position accounts for 0.32% of the portfolio, ranked #120.

Vaughan Nelson Investment Management first reported a position in ROK in Q1 2025 and has held it in 6 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

  • Vaughan Nelson Investment Management held 72,536 shares of Rockwell Automation worth $35.9M as of Q2 2026.
  • Vaughan Nelson Investment Management bought 645 Rockwell Automation shares in Q2 2026, an estimated $281K.
  • Rockwell Automation made up 0.32% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #120 holding.
  • Vaughan Nelson Investment Management first reported a position in Rockwell Automation in Q1 2025 and has held it in 6 quarters since.
  • 1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.