Aptus Capital Advisors Boosts Stake in Rockwell Automation

Institutional investor increases holdings in industrial automation company

Published on Mar. 9, 2026

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Aptus Capital Advisors LLC, an investment management firm, has increased its position in Rockwell Automation, Inc. (NYSE:ROK) by 153.7% during the third quarter, according to a recent SEC filing. The firm now owns 6,880 shares of the industrial products company's stock, valued at $2.4 million.

Why it matters

Rockwell Automation is a leading provider of industrial automation and digital transformation solutions, serving manufacturers and industrial operators worldwide. Institutional investors' increased stake in the company signals confidence in the firm's growth prospects and the broader industrial automation market.

The details

According to the SEC filing, Aptus Capital Advisors purchased an additional 4,168 shares of Rockwell Automation during the third quarter, bringing its total holdings to 6,880 shares. The firm's increased position in Rockwell Automation is part of a broader investment strategy focused on industrial and technology companies.

  • Aptus Capital Advisors increased its stake in Rockwell Automation during the third quarter of 2026.

The players

Aptus Capital Advisors LLC

An investment management firm that has increased its position in Rockwell Automation, a leading provider of industrial automation and digital transformation solutions.

Rockwell Automation, Inc.

A global industrial automation and digital transformation company headquartered in Milwaukee, Wisconsin, that designs, manufactures, and supports control systems, industrial control hardware and software, and related services.

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The takeaway

Aptus Capital Advisors' increased stake in Rockwell Automation reflects the investment firm's confidence in the industrial automation company's growth potential and the broader market trends driving demand for its products and services.