Leibman Financial Services’s Rockwell Automation ROK Stock Holding History

Leibman Financial Services’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 Q2	–	Sell	-4,660	Closed	-$1.2M	–	57
2025 Q1	$1.2M	Hold	4,660	–	–	0.94%	36
2024 Q4	$1.33M	Hold	4,660	–	–	0.97%	38
2024 Q3	$1.25M	Hold	4,660	–	–	0.89%	35
2024 Q2	$1.28M	Hold	4,660	–	–	0.95%	36
2024 Q1	$1.36M	Hold	4,660	–	–	1.04%	34
2023 Q4	$1.45M	Buy	+4,660	New	+$1.31M	1.2%	33

Other funds holding ROK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Leibman Financial Services's ROK Position: Q2 2025 in Review

Leibman Financial Services sold out of Rockwell Automation (ROK) in Q2 2025, closing a stake of 4,660 shares — an estimated $1.2M sold.

Leibman Financial Services first reported a position in ROK in Q4 2023 and held it in 6 quarters. The position peaked at $1.45M in Q4 2023. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

Leibman Financial Services reported no remaining Rockwell Automation position as of Q2 2025 after selling out during the quarter.
Leibman Financial Services sold 4,660 Rockwell Automation shares in Q2 2025, an estimated $1.2M.
Leibman Financial Services first reported a position in Rockwell Automation in Q4 2023 and held it in 6 quarters.
Leibman Financial Services's Rockwell Automation position peaked at $1.45M in Q4 2023.
1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Leibman Financial Services's 13F filing for Q2 2025, filed 9 Jul 2025.