UniSuper Management 13F: Cuts ROK Stake by $29M
Key Points
- UniSuper Management's stake in Rockwell Automation now stands at 102,220 shares, down from 168,413 shares, marking a 39.3% decrease in its holdings.
- The fund's reported value in Rockwell Automation is approximately $44.5 million, which is 0.39% of its total portfolio worth about $11.5 billion.
- As of October 27, 2026, Rockwell Automation shares traded recently around $429.70, below its 50-day moving average but above its 52-week low.
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On October 26, 2026, UniSuper Management reduced its position in Rockwell Automation, Inc. (NYSE: ROK) by 66,193 shares, bringing its total to 102,220 shares. This move was disclosed in a filing with the SEC. The fund's reported value in Rockwell Automation now totals about $44.5 million.
ROK
Rockwell Automation, Inc.
UniSuper Management vs. the S&P 500
Hypothetical returns from UniSuper Management's disclosed trades, not real profit or advice. How we model this.
Where Rockwell Automation Fits in UniSuper Management's Portfolio
UniSuper Management's stake in Rockwell Automation represents 0.39% of its total reported portfolio, ranking 38th among its 636 holdings. The reduction of 66,193 shares equates to a 39.3% decrease in this position.
Rockwell Automation, Inc. Stock Up 1.4%
Rockwell Automation shares recently traded around $429.70, which is below the 50-day moving average of $430.70 and about 13.6% off its 52-week high of $497.36. The stock is currently above its 52-week low of $347.53, indicating some resilience despite the recent cut in holdings by UniSuper Management.
Recent Earnings
For the trailing twelve months, Rockwell Automation reported revenue of approximately $8.97 billion and earnings per share (EPS) of $10.68. The company's next earnings report is scheduled for November 5, 2026.
Insider Buying and Selling at Rockwell Automation, Inc.
Several insiders sold shares earlier this year. Christian E. Rothe, the Chief Financial Officer, sold 590 shares on August 20, 2026, at an average price of $434.30, totaling about $256,237. Patricia A. Watson, a Director, sold 1,100 shares on August 27, 2026, for approximately $474,569. Other insiders, including Bulho Matheus de A G Viera and Isaac Woods, also sold shares in September 2026.
Analysts Set New Price Targets
Analysts have maintained their ratings on Rockwell Automation recently. On August 14, 2026, Bernstein maintained a "Market Perform" rating with a price target of $514. DA Davidson also maintained a "Neutral" rating with a target of $490 on August 21, 2026. The consensus recommendation is a "buy" with a mean price target of $474.88.
About Rockwell Automation
Rockwell Automation, Inc. provides industrial automation and digital transformation solutions. Its operations span across various segments, including Intelligent Devices, Software & Control, and Lifecycle Services. The company's recent position cut by UniSuper Management suggests a strategic reevaluation, but the stock remains a focal point for many analysts.
Bottom Line
Investors will want to keep an eye on Rockwell Automation's upcoming earnings report on November 5, 2026, and any further changes in institutional holdings. UniSuper Management's recent move reflects a shift in its investment strategy, highlighting the ongoing dynamics in the industrial automation sector.
Related Filing Alerts
Source: UniSuper Management's 13F filing on $ROK (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts