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Legacy Advisors’s Rockwell Automation ROK Stock Holding History

Legacy Advisors’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 		$304K Buy
1,178
+289
+33% +$80.4K 0.03% 321
2024
Q4 		$254K Buy
+889
New +$250K 0.02% 338

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 $3.38T AUM 44.17% 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

Legacy Advisors's ROK Position: Q1 2025 in Review

Legacy Advisors increased its Rockwell Automation (ROK) stake by 33% in Q1 2025, buying an estimated $80.4K and bringing the position to 1,178 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #321.

Legacy Advisors first reported a position in ROK in Q4 2024 and has held it in 2 quarters since. 1,171 funds tracked by Wall St. Rank hold ROK as of Q1 2025.

  • Legacy Advisors held 1,178 shares of Rockwell Automation worth $304K as of Q1 2025.
  • Legacy Advisors bought 289 Rockwell Automation shares in Q1 2025, an estimated $80.4K.
  • Rockwell Automation made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #321 holding.
  • Legacy Advisors first reported a position in Rockwell Automation in Q4 2024 and has held it in 2 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.