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Abich Financial Wealth Management’s Rockwell Automation ROK Stock Holding History

Abich Financial Wealth 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
Q3 		$119K Buy
+340
New +$117K 0.04% 198
2024
Q3 		$8.32K Buy
31
+23
+288% +$6.11K 0.02% 209
2024
Q2 		$2.2K Buy
+8
New +$2.16K ﹤0.01% 470

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Abich Financial Wealth Management's ROK Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Rockwell Automation (ROK) in Q3 2025: 340 shares worth $119K. The stake represents 0.04% of the portfolio and ranks #198 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in ROK as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in ROK in Q2 2024 and has held it in 3 quarters since. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Abich Financial Wealth Management held 340 shares of Rockwell Automation worth $119K as of Q3 2025.
  • Rockwell Automation was a new Abich Financial Wealth Management position in Q3 2025.
  • Rockwell Automation made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #198 holding.
  • Abich Financial Wealth Management first reported a position in Rockwell Automation in Q2 2024 and has held it in 3 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.