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Buttonwood Financial Advisors’s Rockwell Automation ROK Stock Holding History

Buttonwood Financial Advisors’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 		– Sell
-1,230
Closed -$318K – 100
2025
Q1 		$318K Sell
1,230
-187
-13% -$52K 0.14% 81
2024
Q4 		$405K Sell
1,417
-1,046
-42% -$294K 0.18% 77
2024
Q3 		$661K Sell
2,463
-36
-1% -$9.56K 0.29% 63
2024
Q2 		$688K Buy
2,499
+213
+9% +$57.5K 0.32% 53
2024
Q1 		$666K Buy
+2,286
New +$658K 0.31% 59

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

Buttonwood Financial Advisors's ROK Position: Q2 2025 in Review

Buttonwood Financial Advisors sold out of Rockwell Automation (ROK) in Q2 2025, closing a stake of 1,230 shares — an estimated $318K sold.

Buttonwood Financial Advisors first reported a position in ROK in Q1 2024 and held it in 5 quarters. The position peaked at $688K in Q2 2024. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Buttonwood Financial Advisors reported no remaining Rockwell Automation position as of Q2 2025 after selling out during the quarter.
  • Buttonwood Financial Advisors sold 1,230 Rockwell Automation shares in Q2 2025, an estimated $318K.
  • Buttonwood Financial Advisors first reported a position in Rockwell Automation in Q1 2024 and held it in 5 quarters.
  • Buttonwood Financial Advisors's Rockwell Automation position peaked at $688K in Q2 2024.
  • 1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.