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DV Equities’s Rockwell Automation ROK Stock Holding History

DV Equities’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 		$61.5K Buy
+158
New +$59.4K 0.01% 317

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DV Equities's ROK Position: Q4 2025 in Review

DV Equities opened a new position in Rockwell Automation (ROK) in Q4 2025: 158 shares worth $61.5K. The stake represents 0.01% of the portfolio and ranks #317 among its holdings.

1,419 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

  • DV Equities held 158 shares of Rockwell Automation worth $61.5K as of Q4 2025.
  • Rockwell Automation was a new DV Equities position in Q4 2025.
  • Rockwell Automation made up 0.01% of DV Equities's portfolio in Q4 2025, its #317 holding.
  • 1,419 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on DV Equities's 13F filing for Q4 2025, filed 17 Feb 2026.