Grey Fox Wealth Advisors’s Rockwell Automation ROK Stock Holding History

Grey Fox Wealth Advisors’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	-7	Closed	-$2.45K	–	499
2025 Q3	$2.45K	Buy	+7	New	+$2.42K	﹤0.01%	533

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

Grey Fox Wealth Advisors's ROK Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 7 shares — an estimated $2.45K sold.

Grey Fox Wealth Advisors first reported a position in ROK in Q3 2025 and held it in 1 quarter. The position peaked at $2.45K in Q3 2025. 1,416 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 7 Rockwell Automation shares in Q4 2025, an estimated $2.45K.
Grey Fox Wealth Advisors first reported a position in Rockwell Automation in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's Rockwell Automation position peaked at $2.45K in Q3 2025.
1,416 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.