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Voleon Capital Management’s Rockwell Automation ROK Stock Holding History

Voleon 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
2025
Q4 		– Sell
-2,111
Closed -$738K – 997
2025
Q3 		$738K Buy
2,111
+604
+40% +$209K 0.02% 501
2025
Q2 		$501K Buy
+1,507
New +$429K 0.03% 323

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Voleon Capital Management's ROK Position: Q4 2025 in Review

Voleon Capital Management sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 2,111 shares — an estimated $738K sold.

Voleon Capital Management first reported a position in ROK in Q2 2025 and held it in 2 quarters. The position peaked at $738K in Q3 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

  • Voleon Capital Management reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
  • Voleon Capital Management sold 2,111 Rockwell Automation shares in Q4 2025, an estimated $738K.
  • Voleon Capital Management first reported a position in Rockwell Automation in Q2 2025 and held it in 2 quarters.
  • Voleon Capital Management's Rockwell Automation position peaked at $738K in Q3 2025.
  • 1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

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