Heck Capital Advisors’s Rockwell Automation ROK Stock Holding History

Heck Capital 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 Q1	–	Sell	-200	Closed	-$57.2K	–	677
2024 Q4	$57.2K	Buy	+200	New	+$56.3K	﹤0.01%	346

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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

Heck Capital Advisors's ROK Position: Q1 2025 in Review

Heck Capital Advisors sold out of Rockwell Automation (ROK) in Q1 2025, closing a stake of 200 shares — an estimated $57.2K sold.

Heck Capital Advisors first reported a position in ROK in Q4 2024 and held it in 1 quarter. The position peaked at $57.2K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold ROK as of Q1 2025.

Heck Capital Advisors reported no remaining Rockwell Automation position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 200 Rockwell Automation shares in Q1 2025, an estimated $57.2K.
Heck Capital Advisors first reported a position in Rockwell Automation in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Rockwell Automation position peaked at $57.2K in Q4 2024.
1,170 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.