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Laird Norton Wetherby Wealth Management’s Rockwell Automation ROK Stock Holding History

Laird Norton Wetherby 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 		$863K Sell
2,469
-157
-6% -$54.2K 0.04% 419
2025
Q2 		$872K Buy
+2,626
New +$748K 0.04% 394
2024
Q4 		$750K Sell
2,624
-403
-13% -$113K 0.04% 412
2024
Q3 		$813K Sell
3,027
-128
-4% -$34K 0.04% 409
2024
Q2 		$869K Sell
3,155
-145
-4% -$39.1K 0.04% 383
2024
Q1 		$961K Sell
3,300
-23
-0.7% -$6.62K 0.05% 369
2023
Q4 		$1.03M Sell
3,323
-31
-0.9% -$8.69K 0.05% 347
2023
Q3 		$959K Sell
3,354
-1,386
-29% -$429K 0.05% 336
2023
Q2 		$1.56M Sell
4,740
-1,275
-21% -$368K 0.08% 249
2023
Q1 		$1.77M Buy
6,015
+27
+0.5% +$7.68K 0.1% 217
2022
Q4 		$1.54M Buy
5,988
+177
+3% +$44.4K 0.1% 228
2022
Q3 		$1.25M Buy
5,811
+869
+18% +$203K 0.09% 240
2022
Q2 		$985K Buy
4,942
+282
+6% +$63.7K 0.07% 299
2022
Q1 		$1.3M Buy
4,660
+86
+2% +$24.7K 0.07% 254
2021
Q4 		$1.6M Buy
4,574
+110
+2% +$36.4K 0.09% 207
2021
Q3 		$1.31M Sell
4,464
-6
-0.1% -$1.84K 0.08% 232
2021
Q2 		$1.28M Sell
4,470
-705
-14% -$190K 0.08% 240
2021
Q1 		$1.37M Buy
5,175
+11
+0.2% +$2.81K 0.1% 193
2020
Q4 		$1.29M Buy
5,164
+712
+16% +$174K 0.09% 219
2020
Q3 		$983K Buy
4,452
+69
+2% +$15.4K 0.09% 226
2020
Q2 		$933K Buy
4,383
+1,566
+56% +$303K 0.09% 225
2020
Q1 		$425K Buy
2,817
+68
+2% +$12.6K 0.05% 364
2019
Q4 		$558K Sell
2,749
-180
-6% -$33.4K 0.06% 376
2019
Q3 		$483K Sell
2,929
-30
-1% -$4.74K 0.05% 415
2019
Q2 		$485K Sell
2,959
-20
-0.7% -$3.38K 0.05% 404
2019
Q1 		$523K Buy
2,979
+32
+1% +$5.44K 0.07% 353
2018
Q4 		$444K Sell
2,947
-336
-10% -$56K 0.06% 362
2018
Q3 		$616K Buy
3,283
+175
+6% +$31.3K 0.08% 305
2018
Q2 		$517K Buy
3,108
+114
+4% +$19.8K 0.07% 327
2018
Q1 		$522K Buy
2,994
+88
+3% +$16.7K 0.07% 332
2017
Q4 		$570K Buy
2,906
+97
+3% +$18.5K 0.08% 317
2017
Q3 		$501K Buy
2,809
+149
+6% +$24.8K 0.07% 331
2017
Q2 		$431K Buy
2,660
+49
+2% +$7.73K 0.07% 334
2017
Q1 		$406K Buy
2,611
+122
+5% +$18.2K 0.07% 343
2016
Q4 		$335K Buy
2,489
+28
+1% +$3.58K 0.07% 381
2016
Q3 		$301K Buy
2,461
+139
+6% +$16.3K 0.06% 381
2016
Q2 		$266K Buy
2,322
+207
+10% +$23.7K 0.06% 388
2016
Q1 		$240K Sell
2,115
-714
-25% -$72.4K 0.06% 387
2015
Q4 		$290K Sell
2,829
-588
-17% -$61.7K 0.07% 329
2015
Q3 		$346K Sell
3,417
-340
-9% -$38.5K 0.09% 278
2015
Q2 		$468K Buy
3,757
+293
+8% +$35.3K 0.11% 220
2015
Q1 		$401K Buy
3,464
+1,160
+50% +$130K 0.1% 257
2014
Q4 		$256K Buy
2,304
+239
+12% +$26.2K 0.06% 352
2014
Q3 		$227K Buy
2,065
+260
+14% +$30.6K 0.06% 361
2014
Q2 		$226K Buy
1,805
+48
+3% +$5.91K 0.06% 371
2014
Q1 		$219K Buy
+1,757
New +$209K 0.06% 375

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

Laird Norton Wetherby Wealth Management's ROK Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Rockwell Automation (ROK) stake by 6% in Q3 2025, selling an estimated $54.2K and leaving 2,469 shares worth $863K. The position accounts for 0.04% of the portfolio, ranked #419.

Laird Norton Wetherby Wealth Management first reported a position in ROK in Q1 2014 and has held it in 46 quarters since. The position peaked at $1.77M in Q1 2023. 1,294 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 2,469 shares of Rockwell Automation worth $863K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 157 Rockwell Automation shares in Q3 2025, an estimated $54.2K.
  • Rockwell Automation made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #419 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Rockwell Automation in Q1 2014 and has held it in 46 quarters since.
  • Laird Norton Wetherby Wealth Management's Rockwell Automation position peaked at $1.77M in Q1 2023.
  • 1,294 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.