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Hemington Wealth Management’s Rockwell Automation ROK Stock Holding History

Hemington Wealth Management’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 		$76K Buy
219
+4
+2% +$1.38K 0.01% 284
2025
Q2 		$71K Buy
215
+8
+4% +$2.28K 0.01% 271
2025
Q1 		$53K Buy
207
+8
+4% +$2.23K 0.01% 308
2024
Q4 		$56K Buy
199
+22
+12% +$6.19K 0.01% 288
2024
Q3 		$47K Buy
+177
New +$47K 0.01% 307

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

Hemington Wealth Management's ROK Position: Q3 2025 in Review

Hemington Wealth Management increased its Rockwell Automation (ROK) stake by 1.9% in Q3 2025, buying an estimated $1.38K and bringing the position to 219 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #284.

Hemington Wealth Management first reported a position in ROK in Q3 2024 and has held it in 5 quarters since. 1,294 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Hemington Wealth Management held 219 shares of Rockwell Automation worth $76K as of Q3 2025.
  • Hemington Wealth Management bought 4 Rockwell Automation shares in Q3 2025, an estimated $1.38K.
  • Rockwell Automation made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #284 holding.
  • Hemington Wealth Management first reported a position in Rockwell Automation in Q3 2024 and has held it in 5 quarters since.
  • 1,294 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.