Keener Financial Planning’s Rockwell Automation ROK Stock Holding History

Keener Financial Planning’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	-278	Closed	-$97K	–	168
2025 Q3	$97K	Hold	278	–	–	0.05%	74
2025 Q2	$92K	Hold	278	–	–	0.05%	75
2025 Q1	$71K	Hold	278	–	–	0.05%	72
2024 Q4	$79K	Hold	278	–	–	0.05%	74
2024 Q3	$74K	Hold	278	–	–	0.05%	69
2024 Q2	$76K	Hold	278	–	–	0.05%	74
2024 Q1	$81K	Hold	278	–	–	0.06%	73
2023 Q4	$86K	Buy	+278	New	+$77.9K	0.07%	71

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Keener Financial Planning's ROK Position: Q4 2025 in Review

Keener Financial Planning sold out of Rockwell Automation (ROK) in Q4 2025, closing a stake of 278 shares — an estimated $97K sold.

Keener Financial Planning first reported a position in ROK in Q4 2023 and held it in 8 quarters. The position peaked at $97K in Q3 2025. 1,419 funds tracked by Wall St. Rank hold ROK as of Q4 2025.

Keener Financial Planning reported no remaining Rockwell Automation position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 278 Rockwell Automation shares in Q4 2025, an estimated $97K.
Keener Financial Planning first reported a position in Rockwell Automation in Q4 2023 and held it in 8 quarters.
Keener Financial Planning's Rockwell Automation position peaked at $97K in Q3 2025.
1,419 funds tracked by Wall St. Rank held Rockwell Automation as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.