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Kestra Investment Management’s Rockwell Automation ROK Stock Holding History

Kestra Investment 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 		– Sell
-39
Closed -$10.1K – 885
2025
Q2 		$10.1K Hold
39
– – ﹤0.01% 710
2025
Q1 		$10.1K Sell
39
-15
-28% -$4.17K ﹤0.01% 622
2024
Q4 		$15.5K Buy
+54
New +$15.2K ﹤0.01% 765

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

Kestra Investment Management's ROK Position: Q3 2025 in Review

Kestra Investment Management sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 39 shares — an estimated $10.1K sold.

Kestra Investment Management first reported a position in ROK in Q4 2024 and held it in 3 quarters. The position peaked at $15.5K in Q4 2024. 1,294 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Kestra Investment Management reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 39 Rockwell Automation shares in Q3 2025, an estimated $10.1K.
  • Kestra Investment Management first reported a position in Rockwell Automation in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Rockwell Automation position peaked at $15.5K in Q4 2024.
  • 1,294 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.