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Iron Horse Wealth Management’s Rockwell Automation ROK Stock Holding History

Iron Horse 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
Q2 		$14.9K Hold
45
– – ﹤0.01% 235
2025
Q1 		$11.6K Hold
45
– – ﹤0.01% 250
2024
Q4 		$12.9K Buy
45
+15
+50% +$4.22K ﹤0.01% 213
2024
Q3 		$8.05K Buy
30
+15
+100% +$3.98K ﹤0.01% 257
2024
Q2 		$4.13K Hold
15
– – ﹤0.01% 291
2024
Q1 		$4.37K Buy
+15
New +$4.32K ﹤0.01% 269

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Iron Horse Wealth Management's ROK Position: Q2 2025 in Review

Iron Horse Wealth Management held its Rockwell Automation (ROK) position steady in Q2 2025 at 45 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Iron Horse Wealth Management first reported a position in ROK in Q1 2024 and has held it in 6 quarters since. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Iron Horse Wealth Management held 45 shares of Rockwell Automation worth $14.9K as of Q2 2025.
  • Iron Horse Wealth Management left its Rockwell Automation share count unchanged in Q2 2025.
  • Rockwell Automation made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #235 holding.
  • Iron Horse Wealth Management first reported a position in Rockwell Automation in Q1 2024 and has held it in 6 quarters since.
  • 1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.