Keystone Investors’s Rockwell Automation ROK Stock Holding History

Keystone Investors’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	-874	Closed	-$290K	–	86
2025 Q2	$290K	Sell	874 -693	-44%	-$197K	0.06%	45
2025 Q1	$405K	Buy	+1,567	New	+$436K	0.06%	46

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keystone Investors's ROK Position: Q3 2025 in Review

Keystone Investors sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 874 shares — an estimated $290K sold.

Keystone Investors first reported a position in ROK in Q1 2025 and held it in 2 quarters. The position peaked at $405K in Q1 2025. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

Keystone Investors reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
Keystone Investors sold 874 Rockwell Automation shares in Q3 2025, an estimated $290K.
Keystone Investors first reported a position in Rockwell Automation in Q1 2025 and held it in 2 quarters.
Keystone Investors's Rockwell Automation position peaked at $405K in Q1 2025.
1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Keystone Investors's 13F filing for Q3 2025, filed 12 Nov 2025.