HITE Hedge Asset Management’s Rockwell Automation ROK Stock Holding History

HITE Hedge Asset 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 Q4	–	Sell	-14,620	Closed	-$5.11M	–	153
2025 Q3	$5.11M	Sell	14,620 -9,205	-39%	-$3.18M	0.28%	59
2025 Q2	$7.91M	Buy	+23,825	New	+$6.79M	0.45%	53
2025 Q1	–	Sell	-7,573	Closed	-$2.16M	–	128
2024 Q4	$2.16M	Buy	+7,573	New	+$2.13M	0.16%	77
2024 Q3	–	Sell	-9,272	Closed	-$2.55M	–	113
2024 Q2	$2.55M	Buy	+9,272	New	+$2.5M	0.25%	67
2023 Q4	–	Sell	-6,868	Closed	-$1.96M	–	115
2023 Q3	$1.96M	Hold	6,868	–	–	0.21%	72
2023 Q2	$2.26M	Hold	6,868	–	–	0.26%	63
2023 Q1	$2.02M	Buy	+6,868	New	+$1.95M	0.15%	75

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

HITE Hedge Asset Management's ROK Position: Q4 2025 in Review

HITE Hedge Asset Management sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 14,620 shares — an estimated $5.11M sold.

HITE Hedge Asset Management first reported a position in ROK in Q1 2023 and held it in 7 quarters. The position peaked at $7.91M in Q2 2025. 1,415 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

HITE Hedge Asset Management reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
HITE Hedge Asset Management sold 14,620 Rockwell Automation shares in Q4 2025, an estimated $5.11M.
HITE Hedge Asset Management first reported a position in Rockwell Automation in Q1 2023 and held it in 7 quarters.
HITE Hedge Asset Management's Rockwell Automation position peaked at $7.91M in Q2 2025.
1,415 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on HITE Hedge Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.