GKV Capital Management’s Rockwell Automation ROK Stock Holding History

GKV Capital 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 Q1	–	Sell	-200	Closed	-$57.2K	–	178
2024 Q4	$57.2K	Buy	+200	New	+$56.3K	0.02%	124

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GKV Capital Management's ROK Position: Q1 2025 in Review

GKV Capital Management sold out of Rockwell Automation (ROK) in Q1 2025, closing a stake of 200 shares — an estimated $57.2K sold.

GKV Capital Management first reported a position in ROK in Q4 2024 and held it in 1 quarter. The position peaked at $57.2K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold ROK as of Q1 2025.

GKV Capital Management reported no remaining Rockwell Automation position as of Q1 2025 after selling out during the quarter.
GKV Capital Management sold 200 Rockwell Automation shares in Q1 2025, an estimated $57.2K.
GKV Capital Management first reported a position in Rockwell Automation in Q4 2024 and held it in 1 quarter.
GKV Capital Management's Rockwell Automation position peaked at $57.2K in Q4 2024.
1,170 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2025.

Based on GKV Capital Management's 13F filing for Q1 2025, filed 13 May 2025.