AWM
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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 $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