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Accredited Wealth Management’s Rockwell Automation ROK Stock Holding History

Accredited 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 		$47.2K Buy
1,121
+956
+579% +$330K 0.04% 138
2025
Q2 		$54.8K Hold
165
– – 0.04% 131
2025
Q1 		$42.6K Hold
165
– – 0.04% 134
2024
Q4 		$47.2K Buy
+165
New +$46.4K 0.04% 141

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

Accredited Wealth Management's ROK Position: Q3 2025 in Review

Accredited Wealth Management increased its Rockwell Automation (ROK) stake by 579% in Q3 2025, buying an estimated $330K and bringing the position to 1,121 shares worth $47.2K. The position accounts for 0.04% of the portfolio, ranked #138.

Accredited Wealth Management first reported a position in ROK in Q4 2024 and has held it in 4 quarters since. The position peaked at $54.8K in Q2 2025. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Accredited Wealth Management held 1,121 shares of Rockwell Automation worth $47.2K as of Q3 2025.
  • Accredited Wealth Management bought 956 Rockwell Automation shares in Q3 2025, an estimated $330K.
  • Rockwell Automation made up 0.04% of Accredited Wealth Management's portfolio in Q3 2025, its #138 holding.
  • Accredited Wealth Management first reported a position in Rockwell Automation in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Rockwell Automation position peaked at $54.8K in Q2 2025.
  • 1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.