Connective Portfolio Management’s Rockwell Automation ROK Stock Holding History

Connective Portfolio 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 Q4	–	Sell	-4,000	Closed	-$1.38M	–	51
2025 Q3	$1.38M	Hold	4,000	–	–	2.44%	15
2025 Q2	$1.33M	Hold	4,000	–	–	2.85%	14
2025 Q1	$1.03M	Buy	+4,000	New	+$1.11M	3.49%	13

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Connective Portfolio Management's ROK Position: Q4 2025 in Review

Connective Portfolio Management sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 4,000 shares — an estimated $1.38M sold.

Connective Portfolio Management first reported a position in ROK in Q1 2025 and held it in 3 quarters. The position peaked at $1.38M in Q3 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

Connective Portfolio Management reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
Connective Portfolio Management sold 4,000 Rockwell Automation shares in Q4 2025, an estimated $1.38M.
Connective Portfolio Management first reported a position in Rockwell Automation in Q1 2025 and held it in 3 quarters.
Connective Portfolio Management's Rockwell Automation position peaked at $1.38M in Q3 2025.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Connective Portfolio Management's 13F filing for Q4 2025, filed 12 Jan 2026.