BI
ROK icon

Binnacle Investments’s Rockwell Automation ROK Stock Holding History

Binnacle Investments’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 		$6.29K Hold
18
– – ﹤0.01% 494
2025
Q2 		$5.98K Buy
18
+1
+6% +$285 ﹤0.01% 440
2025
Q1 		$4.39K Buy
+17
New +$4.73K ﹤0.01% 443

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

Binnacle Investments's ROK Position: Q3 2025 in Review

Binnacle Investments held its Rockwell Automation (ROK) position steady in Q3 2025 at 18 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Binnacle Investments first reported a position in ROK in Q1 2025 and has held it in 3 quarters since. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Binnacle Investments held 18 shares of Rockwell Automation worth $6.29K as of Q3 2025.
  • Binnacle Investments left its Rockwell Automation share count unchanged in Q3 2025.
  • Rockwell Automation made up ﹤0.01% of Binnacle Investments's portfolio in Q3 2025, its #494 holding.
  • Binnacle Investments first reported a position in Rockwell Automation in Q1 2025 and has held it in 3 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.