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Householder Group Estate & Retirement Specialist’s Rockwell Automation ROK Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-343
Closed -$92K – 1061
2024
Q3 		$92K Buy
343
+1
+0.3% +$265 0.03% 381
2024
Q2 		$94K Buy
342
+1
+0.3% +$270 0.03% 364
2024
Q1 		$99.5K Buy
341
+1
+0.3% +$288 0.03% 345
2023
Q4 		$105K Sell
340
-55
-14% -$15.4K 0.03% 329
2023
Q3 		$113K Buy
+395
New +$122K 0.04% 294
2023
Q1 		$116K Buy
+395
New +$112K 0.04% 279
2022
Q4 		– Sell
-533
Closed -$114K – 943
2022
Q3 		$114K Buy
+533
New +$124K 0.05% 249

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ROK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Rockwell Automation (ROK) in Q4 2024, closing a stake of 343 shares — an estimated $92K sold.

Householder Group Estate & Retirement Specialist first reported a position in ROK in Q3 2022 and held it in 7 quarters. The position peaked at $116K in Q1 2023. 1,216 funds tracked by Wall St. Rank hold ROK as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Rockwell Automation position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 343 Rockwell Automation shares in Q4 2024, an estimated $92K.
  • Householder Group Estate & Retirement Specialist first reported a position in Rockwell Automation in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Rockwell Automation position peaked at $116K in Q1 2023.
  • 1,216 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.