GPS Wealth Strategies Group’s Rockwell Automation ROK Stock Holding History

GPS Wealth Strategies Group’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	-39	Closed	-$13.6K	–	1358
2025 Q3	$13.6K	Hold	39	–	–	﹤0.01%	1011
2025 Q2	$13K	Sell	39 -32	-45%	-$9.12K	﹤0.01%	967
2025 Q1	$18.3K	Sell	71 -15	-17%	-$4.17K	﹤0.01%	848
2024 Q4	$24.6K	Hold	86	–	–	﹤0.01%	744
2024 Q3	$23.1K	Hold	86	–	–	﹤0.01%	769
2024 Q2	$23.7K	Hold	86	–	–	﹤0.01%	722
2024 Q1	$25.1K	Sell	86 -15	-15%	-$4.32K	﹤0.01%	666
2023 Q4	$31.4K	Hold	101	–	–	0.01%	600
2023 Q3	$28.9K	Hold	101	–	–	0.01%	614
2023 Q2	$33.3K	Buy	101 +39	+63%	+$11.3K	0.01%	591
2023 Q1	$18.2K	Buy	+62	New	+$17.6K	﹤0.01%	710
2022 Q4	–	Sell	-62	Closed	-$13K	–	876
2022 Q3	$13K	Hold	62	–	–	﹤0.01%	716
2022 Q2	$12K	Hold	62	–	–	﹤0.01%	727
2022 Q1	$17K	Hold	62	–	–	﹤0.01%	626
2021 Q4	$22K	Buy	62 +14	+29%	+$4.63K	﹤0.01%	565
2021 Q3	$14K	Hold	48	–	–	﹤0.01%	651
2021 Q2	$14K	Buy	+48	New	+$12.9K	﹤0.01%	675

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

GPS Wealth Strategies Group's ROK Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 39 shares — an estimated $13.6K sold.

GPS Wealth Strategies Group first reported a position in ROK in Q2 2021 and held it in 17 quarters. The position peaked at $33.3K in Q2 2023. 1,415 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 39 Rockwell Automation shares in Q4 2025, an estimated $13.6K.
GPS Wealth Strategies Group first reported a position in Rockwell Automation in Q2 2021 and held it in 17 quarters.
GPS Wealth Strategies Group's Rockwell Automation position peaked at $33.3K in Q2 2023.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.