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Aviso Financial’s Rockwell Automation ROK Stock Holding History

Aviso 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
Q3 		– Sell
-859
Closed -$285K – 363
2025
Q2 		$285K Buy
859
+36
+4% +$10.3K 0.01% 218
2025
Q1 		$213K Sell
823
-63
-7% -$17.5K 0.01% 228
2024
Q4 		$253K Sell
886
-43
-5% -$12.1K 0.01% 231
2024
Q3 		$249K Sell
929
-30
-3% -$7.96K 0.01% 234
2024
Q2 		$264K Buy
+959
New +$259K 0.01% 219

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

Aviso Financial's ROK Position: Q3 2025 in Review

Aviso Financial sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 859 shares — an estimated $285K sold.

Aviso Financial first reported a position in ROK in Q2 2024 and held it in 5 quarters. The position peaked at $285K in Q2 2025. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Aviso Financial reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
  • Aviso Financial sold 859 Rockwell Automation shares in Q3 2025, an estimated $285K.
  • Aviso Financial first reported a position in Rockwell Automation in Q2 2024 and held it in 5 quarters.
  • Aviso Financial's Rockwell Automation position peaked at $285K in Q2 2025.
  • 1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Aviso Financial's 13F filing for Q3 2025, filed 12 Nov 2025.