Vinva Investment Management’s Rockwell Automation ROK Stock Holding History

Vinva 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	$37.2M	Buy	77,055 +45,526	+144%	+$19.8M	0.25%	104
2026 Q1	$11M	Sell	31,529 -18,064	-36%	-$7.13M	0.14%	168
2025 Q4	$19.5M	Buy	49,593 +40,973	+475%	+$15.4M	0.24%	106
2025 Q3	$2.97M	Buy	8,620 +7,015	+437%	+$2.42M	0.06%	230
2025 Q2	$530K	Buy	+1,605	New	+$457K	0.01%	349
2024 Q1	–	Sell	-3,861	Closed	-$1.2M	–	444
2023 Q4	$1.2M	Buy	+3,861	New	+$1.08M	0.08%	236
2023 Q3	–	Sell	-3,535	Closed	-$1.15M	–	399
2023 Q2	$1.15M	Sell	3,535 -359	-9%	-$104K	0.1%	224
2023 Q1	$1.12M	Buy	+3,894	New	+$1.11M	0.09%	238

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 $3.38T AUM 44.17% 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

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

Vinva Investment Management increased its Rockwell Automation (ROK) stake by 144% in Q2 2026, buying an estimated $19.8M and bringing the position to 77,055 shares worth $37.2M. The position accounts for 0.25% of the portfolio, ranked #104.

Vinva Investment Management first reported a position in ROK in Q1 2023 and has held it in 8 quarters since. 1,544 funds tracked by Wall St. Rank hold ROK as of Q2 2026.

Vinva Investment Management held 77,055 shares of Rockwell Automation worth $37.2M as of Q2 2026.
Vinva Investment Management bought 45,526 Rockwell Automation shares in Q2 2026, an estimated $19.8M.
Rockwell Automation made up 0.25% of Vinva Investment Management's portfolio in Q2 2026, its #104 holding.
Vinva Investment Management first reported a position in Rockwell Automation in Q1 2023 and has held it in 8 quarters since.
1,544 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2026.

Based on Vinva Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.