Delos Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Delos Wealth Advisors’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 Q3	–	Sell	-10	Closed	-$3.32K	–	310
2025 Q2	$3.32K	Buy	+10	New	+$2.85K	﹤0.01%	218
2025 Q1	–	Sell	-10	Closed	-$2.86K	–	157
2024 Q4	$2.86K	Buy	+10	New	+$2.81K	﹤0.01%	157
2024 Q3	–	Sell	-14	Closed	-$3.85K	–	327
2024 Q2	$3.85K	Hold	14	–	–	﹤0.01%	172
2024 Q1	$4.08K	Buy	+14	New	+$4.03K	﹤0.01%	169
2022 Q1	–	Sell	-21	Closed	-$7K	–	393
2021 Q4	$7K	Buy	+21	New	+$6.95K	0.01%	264

Other funds holding ROK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Delos Wealth Advisors's ROK Position: Q3 2025 in Review

Delos Wealth Advisors sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 10 shares — an estimated $3.32K sold.

Delos Wealth Advisors first reported a position in ROK in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

Delos Wealth Advisors reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
Delos Wealth Advisors sold 10 Rockwell Automation shares in Q3 2025, an estimated $3.32K.
Delos Wealth Advisors first reported a position in Rockwell Automation in Q4 2021 and held it in 5 quarters.
Delos Wealth Advisors's Rockwell Automation position peaked at $7K in Q4 2021.
1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Delos Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.