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Guerra Advisors’s Rockwell Automation ROK Stock Holding History

Guerra 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
Q3 		$3.5K Buy
+10
New +$3.45K ﹤0.01% 453

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guerra Advisors's ROK Position: Q3 2025 in Review

Guerra Advisors opened a new position in Rockwell Automation (ROK) in Q3 2025: 10 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings.

1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Guerra Advisors held 10 shares of Rockwell Automation worth $3.5K as of Q3 2025.
  • Rockwell Automation was a new Guerra Advisors position in Q3 2025.
  • Rockwell Automation made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #453 holding.
  • 1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.