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Kraft Asset Management’s Rockwell Automation ROK Stock Holding History

Kraft Asset 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
Q1 		– Sell
-1,456
Closed -$402K – 50
2024
Q4 		$402K Buy
1,456
+4
+0.3% +$1.13K 0.31% 36
2024
Q3 		$390K Buy
1,452
+4
+0.3% +$1.06K 0.31% 32
2024
Q2 		$399K Buy
+1,448
New +$391K 0.34% 32

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kraft Asset Management's ROK Position: Q1 2025 in Review

Kraft Asset Management sold out of Rockwell Automation (ROK) in Q1 2025, closing a stake of 1,456 shares — an estimated $402K sold.

Kraft Asset Management first reported a position in ROK in Q2 2024 and held it in 3 quarters. The position peaked at $402K in Q4 2024. 1,169 funds tracked by Wall St. Rank hold ROK as of Q1 2025.

  • Kraft Asset Management reported no remaining Rockwell Automation position as of Q1 2025 after selling out during the quarter.
  • Kraft Asset Management sold 1,456 Rockwell Automation shares in Q1 2025, an estimated $402K.
  • Kraft Asset Management first reported a position in Rockwell Automation in Q2 2024 and held it in 3 quarters.
  • Kraft Asset Management's Rockwell Automation position peaked at $402K in Q4 2024.
  • 1,169 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2025.

Based on Kraft Asset Management's 13F filing for Q1 2025, filed 21 Apr 2025.