CIBC Private Wealth Group’s Rockwell Automation ROK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $2.6M | Buy |
6,690
+485
| +8% | +$182K | ﹤0.01% | 528 |
|
|
2025
Q3 | $2.17M | Buy |
6,205
+630
| +11% | +$218K | ﹤0.01% | 551 |
|
|
2025
Q2 | $1.85M | Buy |
5,575
+77
| +1% | +$21.9K | ﹤0.01% | 567 |
|
|
2025
Q1 | $1.2M | Sell |
5,498
-39
| -0.7% | -$10.9K | ﹤0.01% | 618 |
|
|
2024
Q4 | $1.55M | Sell |
5,537
-320
| -5% | -$90K | ﹤0.01% | 611 |
|
|
2024
Q3 | $1.57M | Sell |
5,857
-64
| -1% | -$17K | ﹤0.01% | 604 |
|
|
2024
Q2 | $1.57M | Sell |
5,921
-26
| -0.4% | -$7.02K | ﹤0.01% | 582 |
|
|
2024
Q1 | $1.69M | Sell |
5,947
-378
| -6% | -$109K | ﹤0.01% | 568 |
|
|
2023
Q4 | $1.96M | Buy |
6,325
+532
| +9% | +$149K | ﹤0.01% | 517 |
|
|
2023
Q3 | $1.66M | Buy |
5,793
+1,905
| +49% | +$589K | ﹤0.01% | 527 |
|
|
2023
Q2 | $1.28M | Sell |
3,888
-140
| -3% | -$40.4K | ﹤0.01% | 560 |
|
|
2023
Q1 | $1.18M | Sell |
4,028
-1,316
| -25% | -$374K | ﹤0.01% | 583 |
|
|
2022
Q4 | $1.38M | Sell |
5,344
-6,409
| -55% | -$1.61M | ﹤0.01% | 473 |
|
|
2022
Q3 | $2.53M | Sell |
11,753
-474
| -4% | -$111K | 0.01% | 450 |
|
|
2022
Q2 | $2.44M | Sell |
12,227
-1,222
| -9% | -$276K | 0.01% | 460 |
|
|
2022
Q1 | $3.77M | Buy |
13,449
+45
| +0.3% | +$12.9K | 0.01% | 433 |
|
|
2021
Q4 | $4.68M | Buy |
13,404
+292
| +2% | +$96.7K | 0.01% | 415 |
|
|
2021
Q3 | $3.85M | Sell |
13,112
-232
| -2% | -$71.2K | 0.01% | 417 |
|
|
2021
Q2 | $3.82M | Sell |
13,344
-299
| -2% | -$80.6K | 0.01% | 434 |
|
|
2021
Q1 | $3.62M | Buy |
13,643
+202
| +2% | +$51.5K | 0.01% | 438 |
|
|
2020
Q4 | $3.37M | Buy |
13,441
+2,893
| +27% | +$708K | 0.01% | 425 |
|
|
2020
Q3 | $2.33M | Buy |
+10,548
| New | +$2.36M | 0.01% | 438 |
|
|
2020
Q2 | – | Sell |
-11,756
| Closed | -$1.77M | – | 767 |
|
|
2020
Q1 | $1.77M | Sell |
11,756
-435
| -4% | -$80.6K | 0.01% | 432 |
|
|
2019
Q4 | $2.47M | Sell |
12,191
-10
| -0.1% | -$1.85K | 0.01% | 441 |
|
|
2019
Q3 | $2.01M | Buy |
12,201
+290
| +2% | +$45.8K | 0.01% | 461 |
|
|
2019
Q2 | $1.95M | Sell |
11,911
-1,502
| -11% | -$254K | 0.01% | 472 |
|
|
2019
Q1 | $2.35M | Sell |
13,413
-18
| -0.1% | -$3.06K | 0.01% | 438 |
|
|
2018
Q4 | $2.02M | Buy |
13,431
+137
| +1% | +$22.9K | 0.01% | 446 |
|
|
2018
Q3 | $2.49M | Sell |
13,294
-156
| -1% | -$27.9K | 0.01% | 456 |
|
|
2018
Q2 | $2.24M | Buy |
13,450
+130
| +1% | +$22.6K | 0.01% | 473 |
|
|
2018
Q1 | $2.32M | Sell |
13,320
-331
| -2% | -$62.8K | 0.01% | 459 |
|
|
2017
Q4 | $2.68M | Sell |
13,651
-575
| -4% | -$110K | 0.01% | 448 |
|
|
2017
Q3 | $2.54M | Buy |
+14,226
| New | +$2.37M | 0.01% | 441 |
|
Other funds holding ROK
CIBC Private Wealth Group's ROK Position: Q4 2025 in Review
CIBC Private Wealth Group increased its Rockwell Automation (ROK) stake by 7.8% in Q4 2025, buying an estimated $182K and bringing the position to 6,690 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #528.
CIBC Private Wealth Group first reported a position in ROK in Q3 2017 and has held it in 33 quarters since. The position peaked at $4.68M in Q4 2021. 1,416 funds tracked by Wall St. Rank hold ROK as of Q4 2025.
- CIBC Private Wealth Group held 6,690 shares of Rockwell Automation worth $2.6M as of Q4 2025.
- CIBC Private Wealth Group bought 485 Rockwell Automation shares in Q4 2025, an estimated $182K.
- Rockwell Automation made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #528 holding.
- CIBC Private Wealth Group first reported a position in Rockwell Automation in Q3 2017 and has held it in 33 quarters since.
- CIBC Private Wealth Group's Rockwell Automation position peaked at $4.68M in Q4 2021.
- 1,416 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.