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FNY Investment Advisers’s Rockwell Automation ROK Stock Holding History

FNY Investment Advisers’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
-826
Closed -$288K – 1391
2025
Q3 		$288K Buy
826
+679
+462% +$235K 0.09% 225
2025
Q2 		$48K Sell
147
-115
-44% -$32.8K 0.02% 411
2025
Q1 		$67K Buy
+262
New +$72.9K 0.04% 256

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 $3.37T AUM 44.26% 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 $871B AUM 31.28% 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 $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FNY Investment Advisers's ROK Position: Q4 2025 in Review

FNY Investment Advisers sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 826 shares — an estimated $288K sold.

FNY Investment Advisers first reported a position in ROK in Q1 2025 and held it in 3 quarters. The position peaked at $288K in Q3 2025. 1,417 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

  • FNY Investment Advisers reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
  • FNY Investment Advisers sold 826 Rockwell Automation shares in Q4 2025, an estimated $288K.
  • FNY Investment Advisers first reported a position in Rockwell Automation in Q1 2025 and held it in 3 quarters.
  • FNY Investment Advisers's Rockwell Automation position peaked at $288K in Q3 2025.
  • 1,417 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on FNY Investment Advisers's 13F filing for Q4 2025, filed 16 Jan 2026.