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Campbell Wealth Management’s Rockwell Automation ROK Stock Holding History

Campbell Wealth Management’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
2024
Q4 		$203K Buy
+711
New +$200K 0.02% 96
2024
Q2 		– Sell
-766
Closed -$223K – 83
2024
Q1 		$223K Buy
+766
New +$221K 0.02% 87
2022
Q1 		– Sell
-600
Closed -$209K – 82
2021
Q4 		$209K Buy
+600
New +$199K 0.02% 77

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Campbell Wealth Management's ROK Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Rockwell Automation (ROK) in Q4 2024: 711 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #96 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in ROK as recently as Q1 2024.

Campbell Wealth Management first reported a position in ROK in Q4 2021 and has held it in 3 quarters since. The position peaked at $223K in Q1 2024. 1,215 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Campbell Wealth Management held 711 shares of Rockwell Automation worth $203K as of Q4 2024.
  • Rockwell Automation was a new Campbell Wealth Management position in Q4 2024.
  • Rockwell Automation made up 0.02% of Campbell Wealth Management's portfolio in Q4 2024, its #96 holding.
  • Campbell Wealth Management first reported a position in Rockwell Automation in Q4 2021 and has held it in 3 quarters since.
  • Campbell Wealth Management's Rockwell Automation position peaked at $223K in Q1 2024.
  • 1,215 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.