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Aurora Private Wealth’s Rockwell Automation ROK Stock Holding History

Aurora Private Wealth’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 		$375K Sell
1,130
-20
-2% -$5.7K 0.28% 92
2025
Q1 		$297K Buy
1,150
+1
+0.1% +$278 0.24% 104
2024
Q4 		$328K Buy
1,149
+5
+0.4% +$1.41K 0.25% 101
2024
Q3 		$307K Sell
1,144
-2
-0.2% -$531 0.24% 104
2024
Q2 		$316K Buy
1,146
+17
+2% +$4.59K 0.28% 96
2024
Q1 		$320K Hold
1,129
– – 0.28% 94
2023
Q4 		$351K Hold
1,129
– – 0.33% 81
2023
Q3 		$323K Hold
1,129
– – 0.36% 81
2023
Q2 		$372K Hold
1,129
– – 0.42% 65
2023
Q1 		$331K Hold
1,129
– – 0.35% 87
2022
Q4 		$291K Sell
1,129
-83
-7% -$20.8K 0.33% 93
2022
Q3 		$261K Hold
1,212
– – 0.12% 127
2022
Q2 		$241K Buy
1,212
+1
+0.1% +$226 0.11% 140
2022
Q1 		$339K Hold
1,211
– – 0.14% 122
2021
Q4 		$423K Hold
1,211
– – 0.18% 101
2021
Q3 		$356K Sell
1,211
-36
-3% -$11.1K 0.14% 137
2021
Q2 		$357K Hold
1,247
– – 0.14% 132
2021
Q1 		$331K Hold
1,247
– – 0.14% 142
2020
Q4 		$313K Hold
1,247
– – 0.13% 150
2020
Q3 		$275K Hold
1,247
– – 0.12% 149
2020
Q2 		$266K Sell
1,247
-1,253
-50% -$242K 0.12% 131
2020
Q1 		$377K Buy
2,500
+1,102
+79% +$204K 0.13% 148
2019
Q4 		$283K Buy
+1,398
New +$259K 0.1% 147

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aurora Private Wealth's ROK Position: Q2 2025 in Review

Aurora Private Wealth reduced its Rockwell Automation (ROK) stake by 1.7% in Q2 2025, selling an estimated $5.7K and leaving 1,130 shares worth $375K. The position accounts for 0.28% of the portfolio, ranked #92.

Aurora Private Wealth first reported a position in ROK in Q4 2019 and has held it in 23 quarters since. The position peaked at $423K in Q4 2021. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Aurora Private Wealth held 1,130 shares of Rockwell Automation worth $375K as of Q2 2025.
  • Aurora Private Wealth sold 20 Rockwell Automation shares in Q2 2025, an estimated $5.7K.
  • Rockwell Automation made up 0.28% of Aurora Private Wealth's portfolio in Q2 2025, its #92 holding.
  • Aurora Private Wealth first reported a position in Rockwell Automation in Q4 2019 and has held it in 23 quarters since.
  • Aurora Private Wealth's Rockwell Automation position peaked at $423K in Q4 2021.
  • 1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Aurora Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.