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Legend Financial Advisors’s Rockwell Automation ROK Stock Holding History

Legend Financial 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
Q3 		– Sell
-117
Closed -$38.9K – 135
2025
Q2 		$38.9K Buy
+117
New +$33.3K 0.03% 64
2025
Q1 		– Sell
-130
Closed -$37.2K – 202
2024
Q4 		$37.2K Sell
130
-20
-13% -$5.63K 0.03% 59
2024
Q3 		$40.3K Sell
150
-37
-20% -$9.82K 0.03% 51
2024
Q2 		$51.5K Sell
187
-28
-13% -$7.56K 0.04% 59
2024
Q1 		$62.6K Hold
215
– – 0.05% 52
2023
Q4 		$66.8K Hold
215
– – 0.05% 51
2023
Q3 		$61.5K Hold
215
– – 0.05% 62
2023
Q2 		$70.8K Hold
215
– – 0.06% 57
2023
Q1 		$63.1K Hold
215
– – 0.05% 59
2022
Q4 		$55.4K Hold
215
– – 0.05% 68
2022
Q3 		$46.2K Buy
+215
New +$50.1K 0.04% 65

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 $3.37T AUM 44.26% 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

Legend Financial Advisors's ROK Position: Q3 2025 in Review

Legend Financial Advisors sold out of Rockwell Automation (ROK) in Q3 2025, closing a stake of 117 shares — an estimated $38.9K sold.

Legend Financial Advisors first reported a position in ROK in Q3 2022 and held it in 11 quarters. The position peaked at $70.8K in Q2 2023. 1,295 funds tracked by Wall St. Rank hold ROK as of Q3 2025.

  • Legend Financial Advisors reported no remaining Rockwell Automation position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 117 Rockwell Automation shares in Q3 2025, an estimated $38.9K.
  • Legend Financial Advisors first reported a position in Rockwell Automation in Q3 2022 and held it in 11 quarters.
  • Legend Financial Advisors's Rockwell Automation position peaked at $70.8K in Q2 2023.
  • 1,295 funds tracked by Wall St. Rank held Rockwell Automation as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.