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Atticus Wealth Management’s Rockwell Automation ROK Stock Holding History

Atticus 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 		– Sell
-3
Closed -$997 – 532
2025
Q2 		$997 Buy
+3
New +$855 ﹤0.01% 602
2022
Q4 		– Sell
-5
Closed -$1K – 621
2022
Q3 		$1K Hold
5
– – ﹤0.01% 555
2022
Q2 		$1K Hold
5
– – ﹤0.01% 589
2022
Q1 		$1K Sell
5
-1,080
-100% -$310K ﹤0.01% 576
2021
Q4 		$379K Hold
1,085
– – 0.15% 92
2021
Q3 		$319K Sell
1,085
-275
-20% -$84.4K 0.14% 82
2021
Q2 		$389K Buy
1,360
+375
+38% +$101K 0.17% 80
2021
Q1 		$261K Buy
985
+325
+49% +$82.9K 0.12% 91
2020
Q4 		$166K Buy
+660
New +$161K 0.08% 115

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Atticus Wealth Management sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 3 shares — an estimated $997 sold.

Atticus Wealth Management first reported a position in ROK in Q4 2020 and held it in 9 quarters. The position peaked at $389K in Q2 2021. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Atticus Wealth Management reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 3 Rockwell Automation shares in Q3 2025, an estimated $997.
  • Atticus Wealth Management first reported a position in Rockwell Automation in Q4 2020 and held it in 9 quarters.
  • Atticus Wealth Management's Rockwell Automation position peaked at $389K in Q2 2021.
  • 1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.