Atom Investors’s Rockwell Automation ROK Stock Holding History

Atom Investors’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 Q4	–	Sell	-659	Closed	-$230K	–	775
2025 Q3	$230K	Sell	659 -11,569	-95%	-$4M	0.02%	487
2025 Q2	$4.06M	Sell	12,228 -13,883	-53%	-$3.95M	0.36%	70
2025 Q1	$6.75M	Buy	+26,111	New	+$7.27M	0.83%	18
2024 Q4	–	Sell	-5,028	Closed	-$1.35M	–	615
2024 Q3	$1.35M	Buy	+5,028	New	+$1.33M	0.14%	209
2024 Q1	–	Sell	-1,115	Closed	-$346K	–	658
2023 Q4	$346K	Sell	1,115 -37	-3%	-$10.4K	0.06%	338
2023 Q3	$329K	Buy	+1,152	New	+$356K	0.08%	305
2023 Q1	–	Sell	-1,797	Closed	-$463K	–	309
2022 Q4	$463K	Sell	1,797 -1,014	-36%	-$255K	0.23%	93
2022 Q3	$605K	Buy	2,811 +1,807	+180%	+$421K	0.21%	136
2022 Q2	$200K	Buy	+1,004	New	+$227K	0.09%	187
2022 Q1	–	Sell	-6,721	Closed	-$2.35M	–	291
2021 Q4	$2.35M	Sell	6,721 -1,588	-19%	-$526K	0.39%	47
2021 Q3	$2.44M	Buy	+8,309	New	+$2.55M	0.2%	62

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Atom Investors's ROK Position: Q4 2025 in Review

Atom Investors sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 659 shares — an estimated $230K sold.

Atom Investors first reported a position in ROK in Q3 2021 and held it in 11 quarters. The position peaked at $6.75M in Q1 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

Atom Investors reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
Atom Investors sold 659 Rockwell Automation shares in Q4 2025, an estimated $230K.
Atom Investors first reported a position in Rockwell Automation in Q3 2021 and held it in 11 quarters.
Atom Investors's Rockwell Automation position peaked at $6.75M in Q1 2025.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.