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Kiker Wealth Management’s Rockwell Automation ROK Stock Holding History

Kiker 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
Q3 		– Sell
-30
Closed -$9.96K – 565
2025
Q2 		$9.96K Hold
30
– – 0.01% 358
2025
Q1 		$7.75K Buy
+30
New +$8.35K 0.01% 403

Other funds holding ROK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kiker Wealth Management's ROK Position: Q3 2025 in Review

Kiker Wealth Management sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 30 shares — an estimated $9.96K sold.

Kiker Wealth Management first reported a position in ROK in Q1 2025 and held it in 2 quarters. The position peaked at $9.96K in Q2 2025. 1,296 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Kiker Wealth Management reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 30 Rockwell Automation shares in Q3 2025, an estimated $9.96K.
  • Kiker Wealth Management first reported a position in Rockwell Automation in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's Rockwell Automation position peaked at $9.96K in Q2 2025.
  • 1,296 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.