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Capital A Wealth Management’s Rockwell Automation ROK Stock Holding History

Capital A 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
2025
Q2 		– Sell
-553
Closed -$143K – 752
2025
Q1 		$143K Buy
553
+194
+54% +$54K 0.15% 85
2024
Q4 		$103K Buy
+359
New +$101K 0.17% 106

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital A Wealth Management's ROK Position: Q2 2025 in Review

Capital A Wealth Management sold out of Rockwell Automation (ROK) in Q2 2025, closing a stake of 553 shares — an estimated $143K sold.

Capital A Wealth Management first reported a position in ROK in Q4 2024 and held it in 2 quarters. The position peaked at $143K in Q1 2025. 1,268 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Capital A Wealth Management reported no remaining Rockwell Automation position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 553 Rockwell Automation shares in Q2 2025, an estimated $143K.
  • Capital A Wealth Management first reported a position in Rockwell Automation in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Rockwell Automation position peaked at $143K in Q1 2025.
  • 1,268 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.