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Linscomb Wealth’s Rockwell Automation ROK Stock Holding History

Linscomb Wealth’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
-854
Closed -$221K – 308
2025
Q1 		$221K Sell
854
-115
-12% -$32K 0.01% 281
2024
Q4 		$277K Hold
969
– – 0.01% 260
2024
Q3 		$260K Sell
969
-2
-0.2% -$531 0.01% 265
2024
Q2 		$267K Buy
971
+103
+12% +$27.8K 0.01% 255
2024
Q1 		$253K Sell
868
-198
-19% -$57K 0.01% 263
2023
Q4 		$331K Hold
1,066
– – 0.02% 238
2023
Q3 		$305K Hold
1,066
– – 0.02% 238
2023
Q2 		$351K Hold
1,066
– – 0.02% 234
2023
Q1 		$313K Sell
1,066
-77
-7% -$21.9K 0.02% 251
2022
Q4 		$294K Buy
1,143
+62
+6% +$15.6K 0.01% 283
2022
Q3 		$233K Hold
1,081
– – 0.01% 263
2022
Q2 		$215K Sell
1,081
-50
-4% -$11.3K 0.01% 276
2022
Q1 		$317K Sell
1,131
-58
-5% -$16.7K 0.02% 282
2021
Q4 		$415K Hold
1,189
– – 0.02% 243
2021
Q3 		$350K Sell
1,189
-17
-1% -$5.22K 0.02% 254
2021
Q2 		$345K Sell
1,206
-193
-14% -$52.1K 0.02% 252
2021
Q1 		$371K Sell
1,399
-25
-2% -$6.38K 0.02% 241
2020
Q4 		$357K Sell
1,424
-1
-0.1% -$245 0.02% 234
2020
Q3 		$314K Sell
1,425
-84
-6% -$18.8K 0.02% 235
2020
Q2 		$321K Sell
1,509
-4,349
-74% -$841K 0.02% 237
2020
Q1 		$884K Sell
5,858
-1,860
-24% -$345K 0.08% 152
2019
Q4 		$1.56M Buy
+7,718
New +$1.43M 0.1% 137
2019
Q2 		– Sell
-1,139
Closed -$200K – 274
2019
Q1 		$200K Buy
+1,139
New +$194K 0.02% 261
2018
Q4 		– Sell
-1,139
Closed -$214K – 277
2018
Q3 		$214K Buy
+1,139
New +$204K 0.02% 262
2018
Q1 		– Sell
-1,130
Closed -$222K – 275
2017
Q4 		$222K Buy
+1,130
New +$215K 0.02% 254

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Linscomb Wealth's ROK Position: Q2 2025 in Review

Linscomb Wealth sold out of Rockwell Automation (ROK) in Q2 2025, closing a stake of 854 shares — an estimated $221K sold.

Linscomb Wealth first reported a position in ROK in Q4 2017 and held it in 25 quarters. The position peaked at $1.56M in Q4 2019. 1,267 funds tracked by Wall St. Rank hold ROK as of Q2 2025.

  • Linscomb Wealth reported no remaining Rockwell Automation position as of Q2 2025 after selling out during the quarter.
  • Linscomb Wealth sold 854 Rockwell Automation shares in Q2 2025, an estimated $221K.
  • Linscomb Wealth first reported a position in Rockwell Automation in Q4 2017 and held it in 25 quarters.
  • Linscomb Wealth's Rockwell Automation position peaked at $1.56M in Q4 2019.
  • 1,267 funds tracked by Wall St. Rank held Rockwell Automation as of Q2 2025.

Based on Linscomb Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.