Crowley Wealth Management’s Rockwell Automation ROK Stock Holding History

Crowley 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 Q4	–	Sell	-1,610	Closed	-$563K	–	274
2025 Q3	$563K	Hold	1,610	–	–	0.45%	41
2025 Q2	$535K	Sell	1,610 -2,685	-63%	-$765K	0.49%	38
2025 Q1	$1.11M	Sell	4,295 -359	-8%	-$99.9K	1.06%	22
2024 Q4	$1.33M	Buy	+4,654	New	+$1.31M	1.17%	22

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

Crowley Wealth Management's ROK Position: Q4 2025 in Review

Crowley Wealth Management sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 1,610 shares — an estimated $563K sold.

Crowley Wealth Management first reported a position in ROK in Q4 2024 and held it in 4 quarters. The position peaked at $1.33M in Q4 2024. 1,415 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

Crowley Wealth Management reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
Crowley Wealth Management sold 1,610 Rockwell Automation shares in Q4 2025, an estimated $563K.
Crowley Wealth Management first reported a position in Rockwell Automation in Q4 2024 and held it in 4 quarters.
Crowley Wealth Management's Rockwell Automation position peaked at $1.33M in Q4 2024.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.