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Lindbrook Capital’s Rockwell Automation ROK Stock Holding History

Lindbrook Capital’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 		$178K Buy
687
+14
+2% +$3.9K 0.02% 454
2024
Q4 		$192K Sell
673
-26
-4% -$7.31K 0.02% 396
2024
Q3 		$188K Buy
699
+58
+9% +$15.4K 0.02% 402
2024
Q2 		$176K Sell
641
-108
-14% -$29.1K 0.02% 386
2024
Q1 		$218K Buy
749
+42
+6% +$12.1K 0.02% 344
2023
Q4 		$220K Buy
707
+63
+10% +$17.7K 0.02% 331
2023
Q3 		$184K Sell
644
-8
-1% -$2.47K 0.02% 338
2023
Q2 		$215K Sell
652
-9
-1% -$2.6K 0.02% 312
2023
Q1 		$194K Buy
661
+182
+38% +$51.8K 0.02% 321
2022
Q4 		$123K Buy
479
+52
+12% +$13.1K 0.02% 441
2022
Q3 		$92K Buy
427
+54
+14% +$12.6K 0.02% 455
2022
Q2 		$74K Buy
373
+13
+4% +$2.94K 0.01% 531
2022
Q1 		$101K Sell
360
-41
-10% -$11.8K 0.02% 462
2021
Q4 		$140K Buy
401
+264
+193% +$87.4K 0.02% 404
2021
Q3 		$40K Buy
137
+9
+7% +$2.76K 0.01% 509
2021
Q2 		$37K Buy
128
+5
+4% +$1.35K 0.01% 567
2021
Q1 		$33K Buy
123
+28
+29% +$7.14K 0.01% 573
2020
Q4 		$24K Sell
95
-11
-10% -$2.69K 0.01% 622
2020
Q3 		$23K Buy
106
+20
+23% +$4.47K 0.01% 573
2020
Q2 		$18K Buy
86
+23
+37% +$4.45K 0.01% 647
2020
Q1 		$10K Sell
63
-171
-73% -$31.7K ﹤0.01% 767
2019
Q4 		$47K Buy
234
+17
+8% +$3.15K 0.02% 467
2019
Q3 		$36K Sell
217
-15
-6% -$2.37K 0.01% 521
2019
Q2 		$38K Buy
232
+15
+7% +$2.54K 0.01% 500
2019
Q1 		$38K Hold
217
– – 0.02% 499
2018
Q4 		$32K Buy
+217
New +$36.2K 0.02% 479

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 $865B AUM 30.76% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindbrook Capital's ROK Position: Q1 2025 in Review

Lindbrook Capital increased its Rockwell Automation (ROK) stake by 2.1% in Q1 2025, buying an estimated $3.9K and bringing the position to 687 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #454.

Lindbrook Capital first reported a position in ROK in Q4 2018 and has held it in 26 quarters since. The position peaked at $220K in Q4 2023. 1,171 funds tracked by Wall St. Rank hold ROK as of Q1 2025.

  • Lindbrook Capital held 687 shares of Rockwell Automation worth $178K as of Q1 2025.
  • Lindbrook Capital bought 14 Rockwell Automation shares in Q1 2025, an estimated $3.9K.
  • Rockwell Automation made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #454 holding.
  • Lindbrook Capital first reported a position in Rockwell Automation in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Rockwell Automation position peaked at $220K in Q4 2023.
  • 1,171 funds tracked by Wall St. Rank held Rockwell Automation as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.