Halbert Hargrove Global Advisors’s Rockwell Automation ROK Stock Holding History

Halbert Hargrove Global 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	-38	Closed	-$13.3K	–	676
2025 Q3	$13.3K	Buy	+38	New	+$13.1K	﹤0.01%	291
2025 Q2	–	Sell	-3	Closed	-$776	–	584
2025 Q1	$776	Buy	+3	New	+$835	﹤0.01%	467

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Halbert Hargrove Global Advisors's ROK Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 38 shares — an estimated $13.3K sold.

Halbert Hargrove Global Advisors first reported a position in ROK in Q1 2025 and held it in 2 quarters. The position peaked at $13.3K in Q3 2025. 1,419 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

Halbert Hargrove Global Advisors reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 38 Rockwell Automation shares in Q4 2025, an estimated $13.3K.
Halbert Hargrove Global Advisors first reported a position in Rockwell Automation in Q1 2025 and held it in 2 quarters.
Halbert Hargrove Global Advisors's Rockwell Automation position peaked at $13.3K in Q3 2025.
1,419 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.