GoalVest Advisory’s Rockwell Automation ROK Stock Holding History

GoalVest Advisory’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	-7	Closed	-$2K	–	532
2024 Q4	$2K	Buy	+7	New	+$1.97K	﹤0.01%	343
2022 Q2	–	Sell	-2	Closed	-$1K	–	496
2022 Q1	$1K	Buy	+2	New	+$575	﹤0.01%	357

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

GoalVest Advisory's ROK Position: Q1 2025 in Review

GoalVest Advisory sold out of Rockwell Automation (ROK) in Q1 2025, closing a stake of 7 shares — an estimated $2K sold.

GoalVest Advisory first reported a position in ROK in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold ROK as of Q1 2025.

GoalVest Advisory reported no remaining Rockwell Automation position as of Q1 2025 after selling out during the quarter.
GoalVest Advisory sold 7 Rockwell Automation shares in Q1 2025, an estimated $2K.
GoalVest Advisory first reported a position in Rockwell Automation in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's Rockwell Automation position peaked at $2K in Q4 2024.
1,170 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.