BetterWealth’s Rockwell Automation ROK Stock Holding History

BetterWealth’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 Q1	–	Sell	-740	Closed	-$211K	–	69
2024 Q4	$211K	Buy	+740	New	+$208K	0.06%	66

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

BetterWealth's ROK Position: Q1 2025 in Review

BetterWealth sold out of Rockwell Automation (ROK) in Q1 2025, closing a stake of 740 shares — an estimated $211K sold.

BetterWealth first reported a position in ROK in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold ROK as of Q1 2025.

BetterWealth reported no remaining Rockwell Automation position as of Q1 2025 after selling out during the quarter.
BetterWealth sold 740 Rockwell Automation shares in Q1 2025, an estimated $211K.
BetterWealth first reported a position in Rockwell Automation in Q4 2024 and held it in 1 quarter.
BetterWealth's Rockwell Automation position peaked at $211K in Q4 2024.
1,170 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2025.

Based on BetterWealth's 13F filing for Q1 2025, filed 28 Apr 2025.