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Congress Wealth Management’s Rockwell Automation ROK Stock Holding History

Congress 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 		$297K Buy
894
+41
+5% +$11.7K ﹤0.01% 1070
2025
Q1 		$221K Buy
853
+99
+13% +$27.6K ﹤0.01% 1013
2024
Q4 		$216K Buy
+754
New +$212K ﹤0.01% 842
2024
Q2 		– Sell
-2,418
Closed -$705K – 736
2024
Q1 		$705K Sell
2,418
-307
-11% -$88.4K 0.01% 409
2023
Q4 		$846K Sell
2,725
-226
-8% -$63.3K 0.02% 405
2023
Q3 		$844K Sell
2,951
-170
-5% -$52.6K 0.02% 394
2023
Q2 		$1.03M Sell
3,121
-16
-0.5% -$4.62K 0.02% 335
2023
Q1 		$921K Sell
3,137
-57
-2% -$16.2K 0.02% 353
2022
Q4 		$823K Buy
3,194
+93
+3% +$23.3K 0.02% 355
2022
Q3 		$667K Buy
3,101
+67
+2% +$15.6K 0.02% 374
2022
Q2 		$605K Buy
3,034
+78
+3% +$17.6K 0.02% 383
2022
Q1 		$827K Sell
2,956
-32
-1% -$9.19K 0.02% 380
2021
Q4 		$1.04M Buy
+2,988
New +$989K 0.02% 366

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 $999B AUM 46.22% 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 $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Congress Wealth Management's ROK Position: Q2 2025 in Review

Congress Wealth Management increased its Rockwell Automation (ROK) stake by 4.8% in Q2 2025, buying an estimated $11.7K and bringing the position to 894 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Congress Wealth Management first reported a position in ROK in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.04M in Q4 2021. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Congress Wealth Management held 894 shares of Rockwell Automation worth $297K as of Q2 2025.
  • Congress Wealth Management bought 41 Rockwell Automation shares in Q2 2025, an estimated $11.7K.
  • Rockwell Automation made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1070 holding.
  • Congress Wealth Management first reported a position in Rockwell Automation in Q4 2021 and has held it in 13 quarters since.
  • Congress Wealth Management's Rockwell Automation position peaked at $1.04M in Q4 2021.
  • 1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.