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Financial Gravity Companies’s Rockwell Automation ROK Stock Holding History

Financial Gravity Companies’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 		$39.9K Buy
+120
New +$34.2K 0.01% 332
2024
Q4 		$34.3K Buy
+120
New +$33.8K 0.01% 350
2018
Q4 		$0 Buy
+2
New +$334 ﹤0.01% 1491
2018
Q1 		$2K Sell
10
-1
-9% -$190 ﹤0.01% 998
2017
Q4 		$2K Buy
+11
New +$2.1K ﹤0.01% 974

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Companies's ROK Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Rockwell Automation (ROK) in Q2 2025: 120 shares worth $39.9K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ROK as recently as Q4 2024.

Financial Gravity Companies first reported a position in ROK in Q4 2017 and has held it in 5 quarters since. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Financial Gravity Companies held 120 shares of Rockwell Automation worth $39.9K as of Q2 2025.
  • Rockwell Automation was a new Financial Gravity Companies position in Q2 2025.
  • Rockwell Automation made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #332 holding.
  • Financial Gravity Companies first reported a position in Rockwell Automation in Q4 2017 and has held it in 5 quarters since.
  • 1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.