Atala Financial’s Rockwell Automation ROK Stock Holding History

Atala Financial’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 Q2	–	Sell	-10	Closed	-$2.58K	–	378
2025 Q1	$2.58K	Hold	10	–	–	﹤0.01%	435
2024 Q4	$2.86K	Buy	+10	New	+$2.81K	﹤0.01%	434

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atala Financial's ROK Position: Q2 2025 in Review

Atala Financial sold out of Rockwell Automation (ROK) in Q2 2025, closing a stake of 10 shares — an estimated $2.58K sold.

Atala Financial first reported a position in ROK in Q4 2024 and held it in 2 quarters. The position peaked at $2.86K in Q4 2024. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

Atala Financial reported no remaining Rockwell Automation position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 10 Rockwell Automation shares in Q2 2025, an estimated $2.58K.
Atala Financial first reported a position in Rockwell Automation in Q4 2024 and held it in 2 quarters.
Atala Financial's Rockwell Automation position peaked at $2.86K in Q4 2024.
1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.